Tortoise Wealth Management offers investment and financial planning services. They manage investment portfolios based on each client's goals, using a tactical allocation strategy to reduce risk and improve performance. This involves various securities, mutual funds, and potentially cash positions. They also offer financial planning, including retirement planning, tax strategies, and estate planning.
Assets Under Management$11M
Clients56
Advisors1
Avg. per Client$200K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $750K | 1.40% |
| $750K - $1.0M | 1.30% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.55% |
Fees may be negotiated at the discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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