The Tenret Company offers portfolio management based on individual client goals, typically using mutual funds and exchange traded funds (ETFs). They may also consult on income and estate tax planning, college financial planning, retirement planning, and insurance analysis. The Tenret Company also provides divorce consulting services as a financial neutral or single party advisor, and financial planning services that address personal finances, education, risk management, taxes, retirement, and investments.
Assets Under Management$230M
Clients55
Advisors1
Avg. per Client$4.1M
Avg. per Advisor$230M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.60% |
Fees and account minimums may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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