Tegesta Capital offers investment management services to individuals and sub-advisory services to other investment advisory firms and funds. They determine your individual needs and objectives through an interview process and allow you to place restrictions on investments. Tegesta Capital manages client assets on a discretionary basis.
Assets Under Management$63M
Clients62
Advisors1
Avg. per Client$1M
Avg. per Advisor$63M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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