Raymond German is a registered investment advisor at Tencap Wealth Coaching, based in South Jordan, UT, with 10 years of industry experience. Raymond operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 753 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $1.0M | 1.05% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fee is negotiable. Accounts within the same household custodied at the same custodian may be combined for a reduced fee.
Fee Estimator
Location
1314 West 11400 South, Suite 201, South Jordan, UT, 84095
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Raymond is the President of German Law Group PC, a law firm specializing in estate planning, trust administration, and probate, dedicating about 10-20% of his time to Invest Wise LLC dba German Wealth, a Registered Investment Advisor.
Employment History
Current Registrations
Tencap Wealth Coaching
German Wealth
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.