Tectonic Capital Advisors offers family office services to coordinate various forms of capital, including information management, estate planning, tax planning, financial planning, philanthropic planning, education, family meetings, trust administration, asset protection, liability risk management, estate tax liquidity planning, and consolidated reporting. They also provide portfolio management services, primarily to high-net-worth individuals and families, investing in securities consistent with client objectives. Tectonic Capital Advisors uses ETFs and other securities, with a dynamic rebalancing process.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable depending on the complexity of client goals and objectives and level of services rendered.