Tectonic Advisors LLC
Assets Under Management
$4.3B
Number of Clients
2,171
Number of Advisors
8
Average Client AUM
$2.0M
AUM per Advisor
$543.3M
Compensation
Fee-Only (AUM)
About This Firm
Tectonic Advisors LLC offers investment advisory services to individuals, banking institutions, corporations, trusts, and pension plans through three programs: Separately Managed Accounts, T-Bank Program, and Model Portfolio Advisor Program. They also provide family office services designed to coordinate multiple forms of capital.
Fee Structure
Tectonic Advisors' fees are negotiable. For the Separately Managed Account (SMA) program, they charge an annual fee of up to 1.00% of assets under management, prorated and paid quarterly. The fee is negotiable based on client goals and service levels. Investors accessing strategies through the Model Portfolio Advisor Program may pay different fees. The T-Bank program has its own fee structure. The UMA program has fees payable to Tectonic Advisors, CWA, a model provider, and Schwab. Family office services fees are based on a fixed schedule.
Areas of Practice
Location
17 Cowboys Way, Ste 250, Frisco, TX, 75034