Assets Under Management

$165.5M

Number of Clients

786

Number of Advisors

9

Average Client AUM

$211K

AUM per Advisor

$18.4M

Compensation

Fee-Only (AUM)

About This Firm

Teton Wealth Group, LLC is an investment management firm that works with clients to identify investment goals, objectives, and risk tolerance. They construct and manage portfolios based on client needs, using various securities. The firm also offers tax preparation services and markets annuity and insurance products through affiliated companies.

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+1.00%

Teton does offer discounts to select friends, employees, and family.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Investment ManagementHigh Net Worth
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Location

764 E Winchester St. #100, Murray, UT, 84107

9 Advisors at this firm