Tripletail Wealth Management offers custom investment portfolio management on a discretionary basis, using a tactical allocation strategy. They may recommend various securities and adjust investment allocations to manage risk and improve performance. Tripletail also provides comprehensive financial planning services, including retirement planning, tax optimization, and estate planning, at no additional fee to investment advisory clients.
Assets Under Management$130M
Clients74
Advisors2
Avg. per Client$1.8M
Avg. per Advisor$66M
www.tripletailwealth.com ·www.linkedin.com/company/tripletail-wealth-mana... ·www.instagram.com/tripletailwealth
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.55% |
Fees may be negotiable at the Advisor's discretion. For assets invested in a private placement offering, a fixed annual fee of 1.35% is charged.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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