Tetrant Financial manages investment portfolios and provides financial planning services. Tetrant's services include asset management, retirement planning, estate planning, education planning, and cash flow/budget planning. Tetrant uses custodians like SEI, Capital Group (American Funds), Betterment, and Interactive Brokers. Tetrant Financial is owned by Tetrant LLC (DBA: Tetrant Legal), an estate and financial planning law firm.
Assets Under Management$4.5M
Clients39
Advisors1
Avg. per Client$110K
Avg. per Advisor$4.5M
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Tetrant Financial charges a flat rate of 0.75% per year on all managed accounts. In addition to Tetrant's fee, each custodian charges its own fees to cover operating and management costs. These custodian fees are: SEI (1.03%-1.04%), Betterment (0.25%), and American Funds (0.31%-0.95%).
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