Tancook Investment Management provides investment advice and manages portfolios for sophisticated investors, including institutions, charities, trusts, estates, and businesses. Tancook analyzes securities and helps clients establish asset allocation goals based on their financial objectives and risk tolerance. Tancook invests in attractively valued, high-quality companies outside the United States, creating a diversified portfolio across industries and markets.
Assets Under Management$0
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable and may vary among clients. Tancook may also receive performance-based fees from qualified clients.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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