Tuttle Wealth Partners (TWP) provides investment advisory and financial services, including portfolio management, consulting, financial planning, retirement planning, and 401(k) services. TWP manages client portfolios using customized investment programs. TWP tailors its services to individual client needs, considering investment objectives, risk tolerance, and financial goals. TWP may recommend securities, including ETFs sponsored by its affiliate, Tuttle Capital Management (TCM).
Assets Under Management$75M
Clients582
Advisors3
Avg. per Client$130K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $1000K | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $15.0M | 0.75% |
| $15.0M - $25.0M | 0.65% |
| $25.0M - $50.0M | 0.55% |
| $50.0M - $1000.0M | 0.30% |
| $100.0M - $250.0M | 0.20% |
| $250M+ | 0.15% |
Fees are negotiable based on specific criteria. TWP does charge a minimum advisory fee of 0.15% but does not impose a minimum dollar amount per annum on advisory fees for investors.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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