Tanager Wealth Management Fees (2026): What You Pay in Dollars at $250k, $500k, $1M

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Updated September 28, 2026. Quick answer: Tanager Wealth Management discloses a tiered schedule starting at 1.50% in its Form ADV Part 2A (March 10, 2026). Converted to dollars, that runs $10,000 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.

The published numbers

From the Form ADV Part 2A (March 10, 2026): “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.”

Note: 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.

• $0 to $1,000,000: 1.50%
• $1,000,001 to $3,000,000: 1.25%
• $3,000,001 to $10,000,000: 1.00%
• $10,000,001 to $20,000,000: 0.75%
• $20,000,001 and above: 0.65%

Minimum annual fee: $10,000.

What you would pay

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.

How this compares

Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, Tanager Wealth Management’s own published rate runs $10,000 a year.

Comparing Tanager Wealth Management against a full move? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.

Sources

• Form ADV Part 2A (March 10, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016690
• SEC Investment Adviser Public Disclosure, Tanager Wealth Management LLP (CRD #166084): https://adviserinfo.sec.gov/firm/summary/166084
• Tanager Wealth Management LLP, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/166084/PDF/166084.pdf

Methodology. This page was built September 28, 2026, drawing on Tanager Wealth Management’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.