Teton Crest Wealth Planning (TCWP) provides ongoing investment portfolio management and financial planning services. TCWP works with clients to identify their investment goals, risk tolerance, and time horizon to create a tailored portfolio. TCWP may request authority to make trades without asking first. TCWP also offers financial wellness and counseling services.
Assets Under Management$13M
Clients158
Advisors1
Avg. per Client$81K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:$10K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $300K | 1.25% |
| $300K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4M+ | 0.60% |
Fees are negotiable. Account minimum of $10,000 may be waived. Under no circumstances will fees be greater than 2%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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