Tishy Financial LLC (TF) offers investment management and financial planning services. TF develops investment plans based on individual client needs and manages portfolios accordingly. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, retirement, risk management, and tax strategies. TF offers both ongoing and project-based financial planning.
Assets Under Management$10M
Clients45
Advisors1
Avg. per Client$230K
Avg. per Advisor$10M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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