Shade Tree Advisors offers family office wealth planning services for high-net-worth clients, including financial and estate planning, tax preparation, risk management, and bill paying. They also provide portfolio management services, both discretionary and non-discretionary, using model portfolios and sub-advisers. Shade Tree Advisors may recommend third-party money managers. They also offer a Chief Investment Officer service.
Fee Structure
Shade Tree Advisors offers portfolio management services. The fee ranges from 0.10% to 1.00% annually, based on the value of your portfolio. The fee is billed quarterly, in arrears. The firm may combine account values of family members to determine the applicable advisory fee. They also offer a non-discretionary Chief Investment Officer service with fees ranging from 0.10% to 1.00%.