Tradition Investment Management (TIM) provides investment advice tailored to clients' needs and investment objectives. TIM offers both discretionary and non-discretionary investment advisory services through managed account programs. TIM assists clients in determining the suitability of these programs. Services include reviewing investment objectives, recommending asset allocation strategies, and preparing written investment strategies. Clients can restrict investments in certain securities.
Assets Under Management$21M
Clients57
Advisors2
Avg. per Client$380K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.50% |
| $200K - $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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