Tribeca Financial, LLC is a registered investment advisor that provides continuous investment management services. Tribeca works with clients to determine their risk tolerance, time horizon, and other factors that may impact their investment needs. Tribeca also provides complementary written financial wealth plans upon request, which may include employee benefits, insurance, estate planning, and tax and cash flow needs.
Assets Under Management$200M
Clients243
Advisors6
Avg. per Client$830K
Avg. per Advisor$34M
Fee Structure
Planning is included in investment management
Tribeca Financial charges an annual fee for investment management services, calculated as a percentage of the assets they manage. This fee is negotiated with the client and can be a flat fee between 0.15% and 1.25% or based on a blended fee schedule:
- Up to $1,000,000: 1.55%
- Next $1,000,000: 0.90%
- Next $1,000,000: 0.80%
- Over $3,000,000: 0.30%
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