Tectonic Capital Advisors, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

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.

Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fee is negotiable depending on the complexity of client goals and objectives and level of services rendered.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2 Advisors at this firm