Tenacity Private Wealth offers investment management and financial consulting services. Investment management involves creating a plan to meet financial goals and matching it to your risk tolerance. Financial consulting includes retirement planning, investment advice, career transitions, wealth transfer, family changes, estate planning, and elder care planning. Tenacity Private Wealth may recommend third-party money managers. Representatives may be licensed to sell insurance, creating a potential conflict of interest.
Assets Under Management$41M
Clients50
Advisors2
Avg. per Client$810K
Avg. per Advisor$20M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Advisory and Consulting Fees may be negotiated, lowered or waived for family, friends, existing relationship or based upon the complexity level of the client situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...