Tennext LLC provides ongoing portfolio management services based on each client's goals, objectives, time horizon, and risk tolerance. Tennext creates a personalized Investment Policy Statement for each client. Tennext generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, Exchange Traded Funds, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities, and private placements.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $6.5M | 0.90% |
| $6.5M - $10.0M | 0.85% |
| $10.0M - $25.0M | 0.75% |
| $25.0M - $50.0M | 0.55% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.20% |
The advisory fee is negotiable at the sole discretion of the firm.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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