Tencap Wealth Coaching provides investment advice and financial planning services. Tencap primarily offers discretionary portfolio management, meaning they make investment decisions for you. They also offer financial planning covering retirement, succession, education, legacy, insurance, investment, budget, personal finance, tax, major purchases, divorce, debt management, business exit, and cash flow analysis. Tencap also offers retirement plan consulting services.
Assets Under Management$290M
Clients753
Advisors8
Avg. per Client$380K
Avg. per Advisor$36M
Fee Structure
Minimum Investment:$300K
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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