Tenet Retirement Services (TRS) offers portfolio management based on individual client goals and risk tolerance. TRS creates an Investment Policy Statement for each client. TRS also offers financial planning, which may include investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. TRS primarily recommends ETFs.
Assets Under Management$26M
Clients28
Advisors1
Avg. per Client$930K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:None
Tenet Retirement Services charges a flat annual fee for portfolio management, ranging from $3,600 to $8,000 per year, based on your needs. This fee is paid quarterly.
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