You pay a low, transparent fee to access the institutional-quality investment funds offered on our platform. As your assets grow, Treeview Capital automatically applies tiered discounts to your account.
At Treeview Capital, you only pay for the specific private market assets you choose to hold through our platform. Traditional wealth managers often charge a fee on your entire account balance. This includes your existing stocks, ETFs, and cash. Our tiered advisory fee applies only to the average daily balance of the private funds that require an Investment Advisor for access.
This ensures your core portfolio remains fee-free while you leverage our platform to bridge the gap into institutional private markets.
Beyond our low advisory fees, Treeview Capital provides access to institutional 'Advisory' share classes. These typically carry internal expense ratios up to 0.85% lower than the retail shares available to the general public. We don't just lower our fee; we lower the fund's cost too.
You can use our Referral Program to earn fee rebates for both yourself and those you refer.