Tenviz

Fee-Only (% of Portfolio)

TenViz is a registered investment advisor founded by Konstantin Fominykh, providing custom portfolio management services on an authority-to-trade basis for individuals, trusts, estates, and business entities. The firm utilizes a proprietary blend of technical, fundamental, macroeconomic, and cyclical analysis techniques to design tactical asset allocations aimed at reducing risk and enhancing performance. TenViz focuses on managing individual stock and bond portfolios using exchange-listed securities, foreign investments, and U.S. government securities. In addition to standard management fees, TenViz may charge performance-based fees for certain qualified clients based on annual gains exceeding the S&P 500 benchmark. TenViz has no account minimum requirements, allowing clients of various portfolio sizes to access its services.

Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are 1% annually, payable quarterly. Fees may be negotiated at the sole discretion of the advisor. Qualified clients may also be subject to a 30% performance fee on annual gains exceeding the S&P 500 benchmark.

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

1 Advisors at this firm