Treehouse Wealth Advisors provides investment advice tailored to clients' needs and objectives through discretionary and non-discretionary portfolio management services. They also offer financial consulting services on topics like risk assessment and investment planning, as well as wealth planning services for family continuity and estate planning. They may recommend third-party money managers. Investment advice covers equity securities, mutual funds, ETFs, and other investments.
Fee Structure
Treehouse Wealth Advisors' annual fee for managing your investments is a percentage of the assets in your account, ranging from 0.25% to 1.50%. The specific rate is negotiated with each client. The fee is billed quarterly in advance, based on the account balance at the end of the previous quarter. The advisory fee is negotiable depending on your circumstances. Family members' account values may be combined to determine the fee.