Firm
Tortoise Investment Management
White Plains, New York
Fee-only
Tortoise Investment Management at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 15 advisors are listed here; 2 of 15 hold the CFP.
- Its Form ADV reports 21 employees and 504 individual clients, 360 of them high net worth.
- Its average account is about $683,000 (assets it manages divided by its 3,029 accounts).
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | White Plains, New York |
|---|---|
| Website | tortoiseinvestment.com |
| [email protected] | |
| Phone | (914) 686-0024 |
Tortoise Investment Management fees
Tortoise Investment Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $2.1 billion |
| Individual clients | 144 |
| High-net-worth clients | 360 |
| Accounts managed | 3,029 |
| Employees | 21 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-65160) |
| Financial planning | Offered |
| Form ADV filed | March 27, 2026 |
| SEC record | CRD 128723 |