Ten Talents Asset Management

Fee-Only (% of Portfolio)

Ten Talents Asset Management offers investment advice tailored to individual needs and objectives. They provide discretionary portfolio management, requiring clients to grant authority to manage their accounts. They may also offer non-discretionary portfolio management services. As part of their fee, investment advisory services may include financial planning and consulting services. They may recommend third-party money managers. They advise on various investments based on client goals and objectives.

Assets Under Management$35M
Clients77
Advisors1
Avg. per Client$450K
Avg. per Advisor$35M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.65%

Advisory fee is negotiable, depending on individual client circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm