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Shade Tree Advisors LLC
SEC-regulated
Registered investment advisor
Shade Tree Advisors LLC, based in Saratoga Springs, New York, has been providing investment advisory services since 2017. The firm primarily offers Family Office Wealth Planning Services directed towards high-net-worth clients, focusing on financial planning areas such as family continuity, estate planning, tax preparation, and risk management. Additionally, the firm offers financial planning services and non-discretionary portfolio management services tailored to meet clients' needs and investment objectives. For portfolio management services, clients have the option for non-discretionary arrangements, where the firm must obtain client approval before executing transactions, or discretionary arrangements, where the firm has authority to manage the account without prior approval for each transaction.
Shade Tree Advisors charges an annual fixed fee for Family Office Wealth Planning Services, typically ranging between $40,000 and $700,000, subject to annual increases based on the Consumer Price Index or a fixed percentage. Portfolio management fees range from 0.10
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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