®
tamalpais
asset Management
The People You Count On
Founded in the San Francisco Bay Area with the idea that by working in tandem with our clients, we give them what they want by providing expert advice at a low cost for any and all of life’s challenging financial moments.
Tamalpais Asset Management is a full-service asset management firm and has direct partnerships with top-tiered global service providers and exclusive well-established funds uniquely suited for the long-term goals of the institutional high-net-worth investor.
Tamalpais offers strategic wealth advisory along every spectrum of your financial life cycle and is dedicated to forming a culture of long-term partnership built on trust. We do so by providing client centric stewardship based on high integrity and appropriate alignment of our clients precise goals not our own.
FEE SCHEDULE
INVESTMENT FEE SCHEDULE AND RATE PER ANNUM
Tamalpais Asset Management, LLC accepts the responsibility of managing accounts valued at $1,000,000 or more and is currently open to Accredited Investors who are also Qualified Eligible Persons. Please check the SEC definition for Accredited Investor and Regulation 4.7 for the CFTC’s portfolio requirement as a Qualified Eligible Person to see if you qualify.
Fee Schedule:
1.00% of the first $2,000,000
0.75% of the portfolio value over $2,000,001 up to $5,000,000
0.50% of the portfolio value in excess of $5,000,001
