Tulip Financial Planning provides investment management and tax services to business owners, medical professionals, and high-net-worth families. Tulip manages investment portfolios to align with client goals, typically using diversified, low-cost investments. Tulip also offers tax preparation and planning services. Services are primarily delivered virtually, with in-person meetings available upon request.
Assets Under Management$2.9M
Clients24
Advisors1
Avg. per Client$120K
Avg. per Advisor$2.9M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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