TenViz is a registered investment advisor providing asset management services. TenViz creates custom portfolios on a discretionary basis, based on the client's objectives. TenViz uses a tactical allocation strategy to reduce risk and increase performance, and may recommend redistributing investment allocations to diversify the portfolio. TenViz will tailor its advisory services to its client’s individual needs.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable. For qualified clients, TenViz may also charge a performance fee equal to 30% of any gains in the client account that exceed the S&P 500 benchmark.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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