Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: Tanager Wealth Management is registered with the SEC as an investment adviser (CRD #166084, confirmed ACTIVE this session via SEC IAPD). Per its own current fee brochure, a $500,000 account would run $10,000 a year under its published fee schedule. This review covers what its own fee brochure and current SEC registration confirm today; this firm also has a fiduciary-status page and minimum-investment page on this site.
Tanager Wealth Management at a glance
| Fact | What Tanager Wealth Management’s own pages say |
|---|---|
| Legal entity | Tanager Wealth Management LLP |
| Registration | Tanager Wealth Management LLP is registered with the SEC as an investment adviser (CRD #166084, confirmed ACTIVE this session via SEC IAPD). |
| Fee on a $500,000 account | $10,000 a year, per its own current brochure |
| Minimum to open an account | See the minimum-investment page for Tanager Wealth Management |
| Cost to leave (exit fee) | No how-to-leave page published for this firm yet |
What Tanager Wealth Management’s own fee schedule charges
CRD 166084 was confirmed ACTIVE and SEC registered via a live IAPD lookup performed this session. Tanager’s own brochure states it advised on $1,443,373,954 in discretionary assets and $161,066,468 in non-discretionary assets, for total assets under management of about $1.6 billion, as of December 31, 2025. Tanager is a London-headquartered, SEC-registered adviser to transatlantic individuals and families; the priced schedule is its combined management-and-Bespoke-Beta-Fee rate for standard, non-VAT-affected client relationships.
“The annual fee for Tanager’s management services is: Custodian Reported Value Annual Fee Bespoke Beta Fee Total Fee $0 to $1,000,000 1.25% 0.25% 1.50% $1,000,001 to $3,000,000 1.00% 0.25% 1.25% $3,000,001 to $10,000,000 0.75% 0.25% 1.00% $10,000,001 to $20,000,000 0.50% 0.25% 0.75% $20,000,001 and above 0.40% 0.25% 0.65% Due to the transatlantic nature of the individuals and families that we advise we may sometimes have to apply an additional charge know as VAT (Value Added Tax). This is a UK tax and may be applicable when we are advising on UK personal pensions and individual savings accounts (ISAs). We will advise when this additional charge is applied. Here is a breakdown of our ongoing fee schedule with VAT: Custodian Reported Value Annual Fee Bespoke Beta Fee Total Fee $0 to $1,000,000 1.30% 0.30% 1.60% $1,000,001 to $3,000,000 1.05% 0.30% 1.35% $3,000,001 to $10,000,000 0.80% 0.30% 1.10% $10,000,001 to $20,000,000 0.55% 0.30% 0.85% $20,000,001 and above 0.45% 0.30% 0.75% There is a minimum annual fee of $10,000 for all clients.”
At $250,000 and $500,000 the computed fee falls below Tanager’s own $10,000 minimum annual fee, so the minimum applies at both balances. At $1,000,000 the whole balance sits in the first tier at 1.50%, which clears the minimum on its own. At $2,000,000 the balance crosses into the second tier, so 1.50% applies to the first $1,000,000 and 1.25% applies to the remainder, with the marginal pieces summed to reach the total shown.
| Account balance | Annual fee |
|---|---|
| $250,000 | $10,000 |
| $500,000 | $10,000 |
| $1,000,000 | $15,000 |
| $2,000,000 | $27,500 |
See the full breakdown, including how the figure is calculated, on Tanager Wealth Management’s own fee page.
Registration
Tanager Wealth Management LLP is registered with the SEC as an investment adviser (CRD #166084, confirmed ACTIVE this session via SEC IAPD).
This is a registration confirmation only, not a fiduciary-standard verdict (a registered investment adviser can still be a dual registrant with a broker-dealer, which changes which standard applies in each capacity). For the fiduciary-standard question itself, see the fiduciary-status page for Tanager Wealth Management.
What it costs to leave
Tanager Wealth Management does not yet have a dedicated exit-fee page on this site. The general mechanics of switching financial advisors and a dated termination letter apply regardless of firm.
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- Form ADV Part 2A (March 10, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016690
- SEC IAPD firm summary (CRD #166084, checked September 28, 2026): https://adviserinfo.sec.gov/firm/summary/166084
Methodology. This page was built September 28, 2026, drawing directly on Tanager Wealth Management’s own current fee brochure, cited in Sources below, and a fresh SEC IAPD registration check run the same day. As of September 28, 2026, this site publishes a fiduciary-status page and a minimum-investment page for Tanager Wealth Management; where the exit-fee facts above are cited, they were independently verified against the same primary source. Any fact we could not independently confirm is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice, and it is not a substitute for reading Tanager Wealth Management’s own Form ADV Part 2A and Form CRS. We have not used Tanager Wealth Management as a client. Tanager Wealth Management did not pay for, review, or influence this content. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
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