Clients

We serve a wide array of individual and business clients. Some clients prefer general consulting and choose to administer our recommendations themselves. Others prefer to have us perform the administration and oversight. While the second option is usually preferred, we welcome those seeking an objective professional opinion.

We would love to help you succeed!

FINANCIAL PLANNING & PROJECT FEES

INVESTMENT MANAGEMENT FEES

PRIVACY NOTICE

$ 180 - 240 Per Hour

Billed hourly or as a flat engagement fee.
As with all service providers, our fees are negotiable and depend upon the size of the engagement.

Popular

Investment Management Fees

Asset Range & Fees

Our services are most cost-effective for individuals or families:

With no consumer debt
Who are saving at least 10% of their gross income (if not yet retired)
With household incomes greater than $150,000 and/or investment accounts (including company plans) greater than $200,000.

Privacy Notice

Information We Collect

In connection with providing investment advice, financial advice, or other services, we obtain non-public personal information about you, including:

Information we receive from you on account applications, such as your address, date of birth, Social Security Number, occupation, financial goals, assets and income;

Information about your transactions with us, our affiliates, or others; and

Information received from credit or service bureaus or other third parties, such as your credit history or employment status.

Categories of Information We Disclose

We will only disclose information that we collect in accordance with this policy. 3T Advisors, LLC does not sell customer lists and will not sell your name or contact information.

Categories of Parties to Whom We Disclose

We will not disclose information regarding you or your account with us, except under the following circumstances:

To your authorized Registered Representative and his or her manager;

To entities that perform services for us or function on our behalf, including financial service providers, such as a clearing broker-dealer, investment company, or insurance company;

To third parties who perform services or marketing on our behalf;

To your attorney, trustee or anyone else who represents you in a fiduciary capacity;

To our attorneys, accountants or auditors; and

To government entities or other third parties in response to subpoenas or other legal process as required by law or to comply with regulatory inquiries.

How We Use Information

Information may be used among companies that perform support services for us, such as data processors, technical systems consultants and programmers, or companies that help us market services to you for a number of purposes, such as:

To protect your accounts from unauthorized access or identity theft;

To process your requests such as securities purchases and sales;

To establish or maintain an account with an unaffiliated third party, such as a clearing broker-dealer providing services to you and/or 3T Advisors LLC;

To service your accounts, such as by issuing checks and account statements;

To comply with Federal, State, and Self-Regulatory Organization requirements; To keep you informed about financial services of interest to you.

Our Security Policy

We restrict access to nonpublic personal information about you to those individuals who need to know such information to provide services to you and perform their respective duties. We maintain physical, electronic, and procedural security measures to safeguard confidential client information.

Previous slide

Next slide

Clients

We would love to help you succeed!

FINANCIAL PLANNING & PROJECT FEES

INVESTMENT MANAGEMENT FEES

PRIVACY NOTICE

Financial Planning & Project Fees

Investment Management Fees

Asset Range & Fees

Privacy Notice

We would love to help you succeed!