Treeline Financial Planning LLC (TFP) manages investment portfolios and provides financial planning. Financial planning covers areas like financial goals, cash flow, business planning, employee benefits, investment analysis, retirement planning, risk management, college savings, tax planning, and estate planning. TFP offers project-based and ongoing comprehensive financial planning. They also provide retirement plan consulting to small business owners.
Assets Under Management$15M
Clients37
Advisors1
Avg. per Client$420K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.15% |
| $250K - $1.0M | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
The annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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