Tetley Investments offers investment management and financial planning to individuals, high-net-worth individuals, pension and profit sharing plans, corporations, charitable organizations, and trusts. Tetley manages client accounts on a discretionary basis, tailoring portfolios to individual financial situations and goals. Financial planning services cover income tax, retirement, estate, insurance, and investment strategies. Clients can impose reasonable restrictions on their accounts.
Assets Under Management$190M
Clients172
Advisors3
Avg. per Client$1.1M
Avg. per Advisor$65M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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