Teton Wealth Group, LLC manages investment portfolios and provides personalized financial planning for individuals, families, and businesses. Teton Wealth Group builds tailored investment strategies using equities, exchange-traded funds, mutual funds, fixed income, and structured notes, operating on both discretionary and non-discretionary bases. Financial planning services are included as part of the investment management engagement and cover retirement, taxes, estate planning, insurance, cash flow, and charitable giving. Teton Wealth Group also offers standalone financial planning and consulting on specific topics. Through affiliated companies, Teton Wealth Group offers insurance products and tax preparation services, providing clients with access to coordinated professional support.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable based on historical relationships, account composition, and asset size. Financial planning is included at no additional cost.