Tanager Wealth Management Fees & Minimum

Overview

Total Firm Assets: $1.6 billion
Average High-Net-Worth Client Portfolio Size: $3.1 million

Fee Disclosure

Source: ADV PART 2A (2026-03-10) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	1.50%
$1,000,001	$3,000,000	1.25%
$3,000,001	$10,000,000	1.00%
$10,000,001	$20,000,000	0.75%
$20,000,001	and above	0.65%

Stated Minimum Annual Fee: $10,000

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$15,000	1.50%
$5 million	$60,000	1.20%
$10 million	$110,000	1.10%
$50 million	$380,000	0.76%
$100 million	$705,000	0.70%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 69.80%
Number of High-Net-Worth Clients: 358
Total Client Accounts: 3,161
Discretionary Accounts: 3,011
Non-Discretionary Accounts: 150

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting

Regulatory Filings

SEC CRD Number: 166084

ADV PART 2A (2026-03-10) (fee schedule source) · View brochure text

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

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