Tigris Consulting provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They manage retirement accounts, 529 education savings accounts, held-away accounts, and taxable brokerage accounts. Tigris Consulting also offers estate planning services, including education on estate planning topics and assistance with creating or updating estate plans using a third-party digital service.
Assets Under Management$6M
Clients120
Advisors1
Avg. per Client$50K
Avg. per Advisor$6M
Fee Structure
Minimum Investment:$250
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.80% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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