Tactical Wealth Partners offers financial planning and investment management services. Financial planning includes cash flow analysis, tax planning, student loan analysis, and retirement planning. Investment management is offered through discretionary accounts at Altruist, and through third-party managers like Mariner Wealth Advisors and Betterment. TWP primarily serves high-earning attorneys and their families.
Assets Under Management$13M
Clients97
Advisors3
Avg. per Client$140K
Avg. per Advisor$4.4M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.35% |
This fee applies to assets managed directly at Altruist. For assets managed by Mariner Wealth Advisors or Betterment, clients pay a program fee to the third-party manager/platform, and in some cases, a separate or embedded advisory/solicitor fee to TWP. The combined fees for these arrangements generally do not exceed 1.50% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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