Tree Line Strategy Group (TLSG) provides ongoing wrap portfolio management services, creating customized investment strategies based on each client's goals, risk tolerance, and time horizon. TLSG requires authority to make trades without asking you first. TLSG generally limits its investment advice to equities, ETFs, and UITs. They are legally required to act in your best interest.
Assets Under Management$1.2M
Clients3
Advisors1
Avg. per Client$410K
Avg. per Advisor$1.2M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.99% |
Fees are non-negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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