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About Tree Fort Financial

Tree Fort Financial Fee Structure

September 24, 2019 By Jacki Liautaud

Tree Fort Financial has a fee structure for financial planning and investment management.

Tree Fort Financial charges a one time fee for initial financial planning work. The fee ranges based on the complexity of each individual plan, which is customized to fit each client’s specific needs and issues. Contact us to learn more about financial planning.

Regarding investment management, Tree Fort Financial charges fees based on assets under management and risk tolerance:

1% of assets under management for conservative and moderate risk tolerance

2% of assets under management for special, or BOCX, risk tolerance

Tree Fort Financial also offers a performance based fee structure only to qualified clients. See BOC Portfolio for more information.

Contact us to request our Form ADV for more information.

Investment Management Returns

August 28, 2019 By Jacki Liautaud

Tree Fort Financial Investment Management Returns Document

Tree Fort Financial uses a proprietary investment method and measures our results against a benchmark, so our clients know how much value we provide.

See our returns

Tree Fort Financial measures our results against a benchmark, such as the Dow Jones US Total Market ETF (symbol IYY) adjusted for risk tolerance.  Returns over benchmark are excess returns. Excess returns measure advisor performance. Tree Fort Financial compares our excess returns to our advisor fees, creating a ratio of excess returns to advisor fees as a measure of whether our fees are paying for themselves in excess returns.  Since inception 2003 through the end of last year, Tree Fort Financial has delivered cumulative excess returns for the hypothetical average client. That means that the hypothetical average client earned more in excess return over the benchmark, than she paid in fees. See the Tree Fort Financial Hypothetical Compounded Annual Return for more information.  Past performance may not be indicative of future results. 

Let’s get started talking about your goals!

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Advisor Survey Results

August 28, 2019 By Jacki Liautaud

See what our clients have to say…

At Tree Fort Financial, part of our mission includes hearing feedback and continually learning to improve the experience for our clients. We send out an annual Advisor Survey to all of our clients.

In 2019 we received an average score of 99%.

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view Survey Results

Let’s get started talking about your goals!

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Resources

About BOC Portfolio

Investment Management Returns

“Traditional” 60/40 Investment Strategy and TFF’s Investment Management

A Sailboat and a Plan

Advisor Survey Results

Affording Higher Education

Costly Women’s Investment Gap

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