Most traditional advisors charge a 1% fee on your entire account balance to provide access to these strategies.
At Treeview Capital, we only bill for the specific private market assets held on our platform. This comparison shows the long-term compounding effect of our 0.30% fee versus a standard 1% advisory model.
Note: These calculations only account for advisory fee differences. They do not include the additional institutional share class savings of up to 0.85% that Treeview Capital provides by bypassing retail fund classes. When both are combined, your total savings could be significantly higher than shown.
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