Tenet Portfolio Management offers a wide range of financial services tailored to individuals, domestic partners, families, and institutional clients such as endowments and foundations. For individual clients, Tenet Portfolio Management provides private wealth services, which include personalized investment management and financial planning. Investment management involves building diversified portfolios aligned with your goals and risk tolerance, covering stocks, bonds, mutual funds, exchange-traded funds, and other securities. Financial planning is available on an ongoing or project-based basis, covering cash flow management, retirement planning, tax strategies, estate planning, education funding, and risk management. The firm also provides employee retirement plan services for businesses and institutional investment management services. Tenet Portfolio Management operates as a fee-only firm, meaning compensation comes solely from client fees rather than commissions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Household accounts may be aggregated for fee calculation. Fees are negotiable.