Tribeca Investment Inc. (TII) provides investment management services, including discretionary management of investment portfolios. TII primarily invests client assets in equities, debts, mutual funds, and exchange-traded funds (ETFs). TII tailors its advisory services to meet individual client needs and objectives, consulting with clients to assess their risk tolerance, time horizon, and liquidity constraints.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
TII may negotiate to charge a lesser fee based upon certain criteria, such as anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be managed, related accounts, account composition, pre-existing/legacy client relationship, account retention and pro bono activities.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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