TrustTree Financial manages investment portfolios and offers financial planning services. Financial planning covers cash flow, college savings, employee benefits, estate planning, financial goals, insurance, investments, retirement, risk management, and tax strategies. Clients can also choose ongoing financial planning for continuous access to a planner. TrustTree also offers an automated investment program using ETFs.
Assets Under Management$64M
Clients130
Advisors2
Avg. per Client$490K
Avg. per Advisor$32M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.75% |
Fees are negotiable. Higher fees apply if financial planning is included.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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