Giving Tree Wealth Advisors Fees & Minimum

Overview

Headquarters: San Ramon, CA
Total Firm Assets: $138 million
Average High-Net-Worth Client Portfolio Size: $1.8 million
Stated Minimum Account Size: $500,000

Fee Disclosure

Source: ADV2A SEC (2026-09-10) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$3,000,000	1.00%
$3,000,001	$5,000,000	0.75%
$5,000,001	$10,000,000	0.50%
$10,000,001	and above	0.25%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,000	1.00%
$5 million	$45,000	0.90%
$10 million	$70,000	0.70%
$50 million	$170,000	0.34%
$100 million	$295,000	0.30%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in California for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets: 61.79%
Number of High-Net-Worth Clients: 47
Total Client Accounts: 225
Discretionary Accounts: 225

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 312361

ADV2A SEC (2026-09-10) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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Giving Tree Wealth Advisors