Tangent Financial, LLC offers financial planning and portfolio management services. Financial planning includes cash flow analysis, budget management, and portfolio analysis. Portfolio management is tailored to client objectives, time horizon, and risk tolerance, utilizing ETFs, mutual funds, equities, and fixed-income securities. Tangent Financial manages portfolios on a discretionary basis.
Assets Under Management$520K
Clients5
Advisors1
Avg. per Client$100K
Avg. per Advisor$520K
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $500K | 1.15% |
| $500K - $1000K | 1.05% |
| $1M+ | 0.95% |
Fees are negotiable and may be waived or discounted for associates, their family members, and pre-existing relationships. Accounts are aggregated for the same household to discount the asset-based fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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