Buy This Fund With 0.30% Fees and Keep More Profit
Stop paying 1% fees.
Invest through Treeview Capital and you could keep $33,477 more over 10 years.
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Summary of Fund
$1,000
Minimum investment in this fund as a Treeview Capital client
1.54%
Annual fund expenses as a Treeview Capital client
0%
Annual fund expense savings as a Treeview Capital client
$10,000,000
Minimum investment in this fund without using an advisor
1.54%
Annual fund expenses without using an advisor
0.30%
Treeview Capital advisory fee
(Discounts for larger accounts)
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Sign Up to Become a Client
Complete our fast digital onboarding and e-sign your investment advisory agreement to secure your access.
Link Your Schwab Account
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Choose Your Funds and Invest
Select from our 80+ curated funds and initiate your first investment with minimums as low as $1,000.
The Treeview Capital Advantage: What You Get
Most investment advisors restrict you to expensive public markets. Treeview Capital makes sophisticated alternative investments accessible to all investors.
Private Markets for Everyone: Access asset classes like Private Equity, Private Credit, Infrastructure, and Real Estate.
Ultra-Low Cost: Fees are as low as 0.20% of your investment, giving you the best-in-class pricing and access to the lowest-fee share classes available from fund managers.
Start Small: Enjoy the lowest investment minimums available to retail investors, starting at just $1,000.
Vetted Funds: A carefully curated list of interval funds and tender offer funds, selected and rated by our experts.
Personalized Guidance: Automated, personalized recommendations help you confidently select investments. Plus, get your First Month of Advisory FREE and benefit from exclusive referral discounts.
What others say about Treeview Capital
Treeview Capital truly opens up a new world of investing. I always thought private market funds were out of reach due to the high minimums. Now, I can diversify my portfolio with top-tier funds for a fraction of what was previously required."
The platform is incredibly intuitive. I love that I can easily browse funds from major institutions and manage everything right from my Schwab account. It's a seamless and transparent way to access private investments.
I was tired of paying high advisory fees on my alternative investments. With Treeview Capital, the low fee structure is a game-changer. It's the most cost-efficient access to private credit and equity that I've found anywhere.
Treeview Capital has not provided any compensation for the endorsements shown. No conflicts of interest exist.