Tamalpais Asset Management (TAM) offers ongoing portfolio management services based on your individual financial situation, goals, and risk tolerance. TAM creates a plan to help select a portfolio that matches your specific needs. TAM may recommend investments including equities, ETFs, and private placements. TAM does not participate in wrap fee programs.
Assets Under Management$250M
Clients485
Advisors4
Avg. per Client$520K
Avg. per Advisor$63M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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