OUR APPROACH TO FEES
At Tuliptree Advisors, we understand the impact that fees can have on your overall income. Our approach is centered on cost reduction by cutting out third-party managers in favor of single stocks and low-cost ETFs.
At Tuliptree Advisors, we believe that transparency and clear fees are not just best practices but essential elements of successful and enduring partnerships with our clients.
FEE SCHEDULE
Financial Planning: TTA charges either a fixed or hourly fee for Project-Based Financial Planning. Fixed fee rates range between $5,000 to $15,000. The maximum hourly rate for financial planning services is $1,000 per hour for Investment Advisor Representative and $500 per hour for Supporting Staff.
Investment Management: TTA does not require a minimum amount. The annualized fees for investment management services are based on a percentage of assets under management, according to the following schedule, and they are paid quarterly in advance on the value of the Client’s account as of the last day of the billing period:
More details on fees can be found in our Firm Brochure
