Tealwood Asset Management provides investment management services and consultation. Tealwood's account managers conduct strategic assessments to align clients' assets with their goals, needs and purposes. This process includes a discussion of risk tolerance, asset allocation, and any restrictions clients wish to impose on their investments. Tealwood offers equity, fixed income, and blended portfolios. As legally required to act in your best interest, all their work is conducted with clients' best interests in mind.
Fee Structure
Tealwood Asset Management's fees are based on a percentage of the total value of your account each quarter. The fees listed below are annual rates, but are charged one quarter at a time, payable in advance.
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Large-Cap, Strategic Income, Equity Income and Small- and Mid-Cap:
- 1.0% on the first $1,000,000 of market value
- 0.75% from $1,000,000 to $3,000,000
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Defensive Fixed Income:
- 0.50% on the first $3,000,000 of market value for non-municipal bonds
- 0.30% on the first $3,000,000 of market value for municipal bonds
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Quality Fixed Income:
- 0.50% on the first $3,000,000 of market value (fees may be subject to a discount when yields to worst are below 3%).
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Quality Fixed Income - Minnesota Tax-Free:
- 0.10% on all assets, with a minimum account size of $3,000,000
All portfolio styles are negotiable at values above $3,000,000.
The minimum account size for all portfolios is $250,000.