Treeview Capital is an internet-based registered investment advisor that provides automated investment advisory services. Clients complete an online questionnaire about their financial situation, risk tolerance, and investment goals, and a software algorithm uses this information to generate tailored investment advice. Treeview Capital primarily focuses on identifying investment funds with high minimum initial investment amounts and lower management fees, granting clients access to these funds with lower investment minimums. Treeview Capital recommends Charles Schwab & Co. as the qualified custodian for client accounts. Treeview Capital does not have the authority to make trades without asking first, meaning clients must approve transactions.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are up to 0.5% annually, charged monthly, and apply only to securities requiring an investment advisor to purchase. Fees are negotiable at the sole discretion of the advisor.