Tiburon Financial Advisors (TFA) offers comprehensive financial planning and investment advisory services tailored to high-net worth individuals and nonprofit organizations. TFA creates individualized financial strategies, financial plans, and investment portfolios to meet each client's unique needs and objectives. TFA acts as a fiduciary, committed to loyalty, fairness, and good faith, and seeks to mitigate potential conflicts of interest.
Assets Under Management$34M
Clients17
Advisors1
Avg. per Client$2M
Avg. per Advisor$34M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.25% |
| $20.0M - $50.0M | 0.15% |
| $50M+ | 0.10% |
The annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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