Tangent Retirement provides comprehensive financial planning, goal setting, and investment portfolio management for individuals, high-net-worth clients, and families. Tangent Retirement designs tailored investment strategies and can use third-party managers to handle portions of client portfolios. Financial planning covers retirement savings, debt and asset analysis, insurance needs, and income strategies. Tangent Retirement operates as a fee-only firm, though its principal is separately licensed to sell insurance and may earn commissions on insurance products recommended to clients, creating a conflict of interest.
Assets Under Management$37M
Clients51
Advisors1
Avg. per Client$720K
Avg. per Advisor$37M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1M+ | 1.00% |
Third-party manager fees range from 0.10% to 0.50% annually and are separate from Tangent Retirement's advisory fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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