Tableaux Wealth provides wealth management services, including investment management and financial planning. They create customized investment strategies using mutual funds, exchange-traded funds (ETFs), and individual securities. Financial planning services cover areas like retirement, education, and savings. Tableaux Wealth acts as a fiduciary, prioritizing client interests and mitigating conflicts of interest.
Assets Under Management$150M
Clients157
Advisors4
Avg. per Client$980K
Avg. per Advisor$39M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Certain clients may be subject to a legacy fee schedule that may differ from the one above. Fees may be negotiable at the sole discretion of the Advisor. The Client’s fees will take into consideration the aggregate assets under management with the Advisor.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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