Tenzing Financial offers wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. Tenzing Financial creates customized investment strategies and financial plans based on client goals and risk tolerance. They primarily use exchange-traded funds, individual stocks, mutual funds, and bonds in client portfolios. Tenzing Financial may also recommend unaffiliated investment managers or platforms.
Assets Under Management$230M
Clients165
Advisors3
Avg. per Client$1.4M
Avg. per Advisor$77M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10.0M - $25.0M | 0.25% |
| $25M+ | 0.15% |
Certain legacy clients will be charged a linear tiered schedule ranging up to 1.25%. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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