Tableaux Wealth offers personalized wealth management services, combining investment portfolio management with comprehensive financial planning. Tableaux Wealth constructs customized portfolios primarily using low-cost mutual funds, exchange-traded funds, individual stocks, bonds, and options tailored to each client's specific goals, time horizon, and risk tolerance. In addition to managing investments, Tableaux Wealth provides financial planning covering retirement, personal savings, education funding, and other financial needs, usually included at no extra cost for wealth management clients. Clients can also hire Tableaux Wealth for standalone financial planning projects or hourly consulting. Tableaux Wealth acts legally required to act in your best interest as a registered investment advisor and serves individuals, high-net-worth clients, trusts, estates, and retirement plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees may vary or be negotiable based on the complexity of client circumstances. Family and household accounts may receive discounted rates.