Tetra Wealth Management offers financial planning and investment management services. Financial planning covers cash flow, insurance, debt management, retirement, tax, and investment strategies. Investment management is tailored to individual goals and risk tolerance, with discretionary authority to manage client accounts. Tetra Wealth Management uses mutual funds, stocks, bonds, ETFs, and other securities. Clients are required to use Charles Schwab as custodian.
Assets Under Management$690K
Clients7
Advisors1
Avg. per Client$99K
Avg. per Advisor$690K
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fees are capped at $20,000 per year, with annual increases based on the social security inflation adjustment.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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