Tortoiseecofin Investments Partners, LLC

CRD#285213
Investment Advisor Firm

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Learn more about Tortoiseecofin Investments Partners, LLC

  • Overview
  • By the Numbers
  • Fee Structure
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Tortoiseecofin Investments Partners, LLC is a financial advisor company located in Leawood, Kansas. The firm has a small team, including 16 financial advisors. Tortoiseecofin Investments Partners, LLC is not a registered broker-dealer, signifying that the company is not able to buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are exchangable financial assets like bonds, equities and options.



    The company's headquarters is at 6363 College Boulevard, Leawood, Kansas 66211-1938. It is registered to provide services to customers in the state of Kansas.

    Editorial note: Under certain conditions, advisors and firms can file as exempt reporting advisors with the SEC, meaning they file an abbreviated version of the Form ADV. As a result, this is all of the available information for Tortoiseecofin Investments Partners, LLC. Please visit the SEC website for more information at https://www.sec.gov

    Number of Advisors

    16

    Disclosures

    No

    Office Location

    6363 College Boulevard
    Leawood, KS 66211-1938

    Tortoiseecofin Investments Partners, LLC by the Numbers

    Total Number of Employees

    16

    National Average: 64
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    Fee Structure

    Fees for financial advisory services depend on which services the firm provides the client. Fees billed by the company typically consist of non-traditional fee structures. Tortoiseecofin Investments Partners, LLC does not participate in a wrap fee program, in which the company offers a bundle of services for a single fee.

    Available

    • Offered by 10% of firms

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Unavailable

    • Find one of the 69% of firms that offer this fee type

      Percentage of Assets

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      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

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    Disclosures

    Tortoiseecofin Investments Partners, LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Tortoiseecofin Investments Partners, LLC

    Mark Peterson
    Leawood, KS
    Kristin Blundo
    Leawood, KS
    Jennifer Wu
    Leawood, KS
    Brian Kilar
    Palatine, IL
    Alexis Pickard
    Leawood, KS
    Matthew Fitzgerald
    Leawood, KS
    Craig Fisher
    Mission Hills, KS
    Michael Mckeigue
    Waban, MA
    Joseph Flores
    Wheaton, IL

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    The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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