Ten Seven Capital Inc. provides portfolio management services based on individual client goals and risk tolerance. They create investment plans and manage portfolios with discretionary authority. TSC also offers financial planning covering investments, insurance, taxes, retirement, college, and debt. For high-net-worth clients, TSC provides family office services including portfolio oversight, tax planning, and coordination with other professionals.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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