Tetley Investments, LLC

Tetley Investments, LLC is an independent asset management and financial planning firm established in June 2012. The firm offers investment advisory services to individuals, high-net-worth individuals, pension and profit sharing plans, corporations, charitable organizations, and trusts. Tetley provides discretionary asset management services where clients grant limited power of attorney for securities transactions. Financial planning services include income tax planning, retirement planning, estate planning, insurance review, and asset allocation strategies. Tetley charges an asset-based fee starting at 1.00% for accounts with no minimum size requirement. Financial planning fees are $250 per hour. Clients receive monthly or quarterly account statements from the custodian. Tetley does not participate in wrap fee programs and had $155,957,069 of discretionary assets under management as of December 31, 2024. The firm does not charge performance-based fees and does not have any disciplinary history. Tetley exercises investment discretion with client authorization and does not vote proxies on behalf of clients. The firm has no financial conditions impairing its ability to meet client commitments and has not filed any bankruptcy petitions in the past ten years.