Tevis Investment Management offers investment management, financial planning, and consulting services to individuals, families, and retirement plans. They provide both discretionary and non-discretionary investment management. Financial planning covers areas like retirement, estate, tax, and education planning. Tevis may recommend independent money managers and alternative investments. Clients can place restrictions on their portfolios.
Assets Under Management$230M
Clients431
Advisors1
Avg. per Client$540K
Avg. per Advisor$230M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $10.0M | 1.10% |
| $10M+ | 1.10% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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