Tines Capital, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Tines Capital is a registered investment advisor founded in 2020 and based in Tulsa, Oklahoma. Tines Capital specializes in managing individually tailored investment portfolios using active management, leveraged Exchange-Traded Funds, trend following, and rebalancing strategies. In addition to investment management, Tines Capital offers comprehensive financial planning covering cash flow and debt management, college savings, employee benefits, estate planning, retirement planning, and tax planning strategies. Tines Capital also offers cash management services and standalone financial planning options. The firm works with individuals, high net worth individuals, and corporations.

Assets Under Management$5M
Clients31
Advisors3
Avg. per Client$160K
Avg. per Advisor$1.7M

Fee Structure

Minimum Investment:$30K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Standard fee is 2.00% of assets under management, with overall strategy fees ranging from 1.00% to 2.00%. Fees are negotiable in certain cases.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

3 Advisors at this firm

Tines Capital, LLC - Fees, AUM & Advisors | TrueAdvisor