Tassel Capital Management offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, charitable organizations, and retirement plans. Tassel Capital creates customized investment strategies using mutual funds, exchange-traded funds, individual stocks, and bonds. The firm also provides financial planning services covering investment planning, retirement planning, personal savings, and education savings. Tassel Capital acts as a fiduciary, committed to acting in the client's best interest.
Assets Under Management$270M
Clients245
Advisors4
Avg. per Client$1.1M
Avg. per Advisor$67M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.10% |
| $500K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.70% |
| $3M+ | 0.70% |
Fees may be negotiable for accounts over $3,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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