Shade Tree Advisors provides comprehensive financial planning and investment management services tailored to high-net-worth individuals and families. The firm specializes in family office wealth planning, which includes family continuity, estate planning, integrated tax and financial planning, tax preparation, family philanthropy, risk management, and personal accounting. Shade Tree Advisors also offers standalone financial planning, portfolio management on both discretionary and non-discretionary bases, asset allocation services, and a Chief Investment Officer consulting service. Clients can choose to have investments managed directly or through third-party money managers recommended by the firm. Shade Tree Advisors operates as a registered investment advisor and acts in the best interest of its clients when providing investment and retirement advice.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Asset-based fees range from 0.10% to 1.00% annually, billed quarterly in arrears. Subject to a minimum relationship fee of $5,000.