Green Tuatara Asset Management (GTAM) offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. GTAM creates an Investment Policy Statement for each client. GTAM generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities, venture capital funds and private placements. Clients may impose restrictions on investments, but GTAM reserves the right to end the relationship if restrictions prevent proper service.
Assets Under Management$40M
Clients1
Advisors1
Avg. per Client$40M
Avg. per Advisor$40M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.85% |
| $25M+ | 0.65% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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