10th Mountain provides investment advice and portfolio management services, taking a holistic approach across multiple asset classes. They offer fixed income and public equities portfolio management on a discretionary basis and assist clients with selecting other advisors. They tailor services to each client's investment objectives, risk tolerance, lifestyle needs, and long-term wealth goals.
Assets Under Management$470M
Clients6
Advisors1
Avg. per Client$78M
Avg. per Advisor$470M
Fee Structure
Minimum Investment:$25M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fee structures may be negotiated at the Company’s discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...