Treeview Capital is an internet-based investment advisor. Treeview Capital identifies investment funds with high minimum initial investments and provides access to these funds for a significantly lower minimum initial investment. Advice is limited to investment funds only. A software-based algorithm will generate advice exclusively based on the responses provided in the questionnaire. Treeview Capital does not provide portfolio management services to wrap fee programs.
Assets Under ManagementN/A
ClientsN/A
Advisors1
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 | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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