Tuliptree Advisors offers investment management and financial planning services to individuals, high net-worth individuals, and businesses. The firm specializes in estate planning, retirement planning, asset management, and multigenerational financial planning. Tuliptree Advisors is a fee-only firm, meaning it only receives compensation from clients for its services.
Assets Under Management$11M
Clients13
Advisors1
Avg. per Client$840K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable for assets over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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