Tudor Advisors offers both discretionary and non-discretionary portfolio management services. They work with clients to determine their investment objectives and risk tolerance, then customize an investment portfolio accordingly. The firm monitors portfolio performance and rebalances as needed. They advise on various investments, including mutual funds, ETFs, stocks, and bonds.
Assets Under Management$40M
Clients88
Advisors3
Avg. per Client$460K
Avg. per Advisor$13M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $8.0M | 0.75% |
| $8M+ | 0.50% |
The advisory fee is negotiable, depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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