Thureos Asset Management (TAM) provides investment management and financial planning services to individuals, high net worth individuals, and corporations. TAM creates investment strategies based on individual client goals, time horizons, and risk tolerance. Financial planning includes evaluating current and future financial states, predicting cash flows, and developing retirement and estate plans.
Assets Under Management$28M
Clients10
Advisors1
Avg. per Client$2.8M
Avg. per Advisor$28M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.15% |
| $3.0M - $5.0M | 1.05% |
| $5.0M - $10.0M | 0.95% |
| $10M+ | 0.85% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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