Treasure Chest Financial offers investment advice and manages portfolios for clients on an ongoing basis. This includes deciding how to allocate investments among cash, bonds, stocks, exchange traded funds, and mutual funds, and selecting specific investments to meet the client's goals. Treasure Chest Financial also provides financial planning services, including retirement, education, and estate planning. The firm does not manage client accounts on a discretionary basis.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.05% |
| $1.0M - $3.0M | 1.05% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.65% |
| $20M+ | 0.50% |
Fees are negotiable. Minimum account value of $10,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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