Tushaus Wealth Management offers investment management based on individual client goals and risk tolerance. They create investment plans and manage portfolios, selecting investments and executing trades. They also offer financial planning services, including retirement, college, and tax planning. Tushaus Wealth Management may also provide tax preparation services for an additional fee. They also offer a cash management program through StoneCastle.
Assets Under Management$75M
Clients123
Advisors5
Avg. per Client$610K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.50% |
| $1.5M+ | 0.75% |
Fees are negotiable. Cash management services have a separate fee of 0.15%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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