Tectonic Advisors offers investment advice to individuals, banking institutions, corporations, trusts, and pension plans. They offer three programs: Separately Managed Accounts (SMA), T-Bank Program (advisor to collective investment funds), and Model Portfolio Advisor Program. SMA program invests in securities consistent with client objectives, often using ETFs. The T-Bank Program provides advisory services to T Bank's Collective Investment Funds. The Model Portfolio Advisor Program offers access to a Unified Managed Account (UMA) platform. Tectonic Advisors also provides family office services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The fee is negotiable depending on the complexity of client goals and objectives and level of services rendered. Investors accessing Tectonic Advisors strategies through the Model Portfolio Advisor Program may pay materially different fees for the same strategies.