Tenzing Financial is a registered investment advisor founded in June 2020 and based in Williamsburg, Virginia. The firm offers comprehensive wealth management services, which combine continuous discretionary investment portfolio oversight with broad financial planning. Tenzing Financial works primarily with individuals, high net worth individuals, trusts, estates, and businesses, operating as a fiduciary required to act in your best interest at all times. When managing your investments, Tenzing Financial builds customized model portfolios using exchange-traded funds, individual stocks, mutual funds, and bonds, taking into account your specific goals, risk tolerance, and time horizon. In addition to ongoing portfolio supervision, Tenzing Financial provides financial planning covering retirement, taxes, insurance, education savings, and cash flow. Clients can also purchase standalone financial planning services. The firm generally does not impose a minimum relationship size or account minimum.
Fee Structure
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 are charged a linear tiered schedule ranging up to 1.25%. Fees are negotiable at the sole discretion of Tenzing Financial. Financial planning is included with wealth management services.