Tadpole Investments provides ongoing portfolio management based on individual client goals and risk tolerance. They create an Investment Policy Statement for each client. Services include investment strategy, asset allocation, and regular portfolio monitoring. Tadpole Investments also offers financial planning covering investments, insurance, taxes, retirement, college, and debt/credit. They primarily recommend equities, but may use other securities to diversify portfolios.
Assets Under Management$2M
Clients12
Advisors1
Avg. per Client$170K
Avg. per Advisor$2M
Fee Structure
Minimum Investment:$20K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are negotiable. Qualified clients can pay 0.5% of assets under management and an 8% performance fee based on capital appreciation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...