Valuetree Financial (VTF) manages investment portfolios based on clients' individual needs and goals. VTF also offers comprehensive financial planning, including cash flow and debt management, college savings, financial goal setting, investment analysis, and retirement planning. VTF tailors its services to each client's specific situation and risk tolerance.
Assets Under Management$9.4M
Clients20
Advisors1
Avg. per Client$470K
Avg. per Advisor$9.4M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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