Tusker Wealth Management provides portfolio management services, including both customized and automated options. The firm also offers pension consulting services to employee benefit plans and financial planning services covering various aspects like investment, insurance, tax, retirement, college, and debt planning. Additionally, Tusker WM provides educational webinars and seminars and subscription services with educational blogs/articles.
Assets Under Management$810K
Clients8
Advisors1
Avg. per Client$100K
Avg. per Advisor$810K
Fee Structure
Minimum Investment:$18K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.44% |
| $250K - $1000K | 1.44% |
| $1000K - $2.0M | 1.20% |
| $2.0M - $5.0M | 0.96% |
| $5M+ | 0.72% |
This fee schedule is for Customized Portfolio Management. Automated Portfolio Management fees are: $50,000 - $500,000: 0.60%, $500,001 - $2,000,000: 0.50%, $2,000,001 and Up: 0.40%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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