Tealwood Asset Management Fees & Minimum

Overview

Headquarters: Minneapolis, MN
Total Firm Assets: $365 million
Average High-Net-Worth Client Portfolio Size: $1.9 million
Stated Minimum Account Size: $250,000

Fee Disclosure

Source: ADV PART 2 (2026-02-06) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	1.00%
$1,000,001	$3,000,000	0.75%
$3,000,001	and above	Negotiable

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,000	1.00%
$5 million	Negotiable	Negotiable
$10 million	Negotiable	Negotiable
$50 million	Negotiable	Negotiable
$100 million	Negotiable	Negotiable

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 86.62%
Number of High-Net-Worth Clients: 169
Total Client Accounts: 681
Discretionary Accounts: 681

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number: 105245

ADV PART 2 (2026-02-06) (fee schedule source) · View brochure text

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

Frequently Asked Questions

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