Tenet Portfolio Management (TPM) offers investment advice and portfolio management to institutions and individuals. For individuals, TPM provides investment management and financial planning services, including retirement planning, education funding, estate planning, and tax strategies. TPM also offers consulting services on a project basis. TPM does not participate in wrap fee programs.
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 (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% |
Fees are negotiable. Ongoing Comprehensive Financial Planning Fees will be waived for Clients with at least $500,000 in investable assets managed by TPM.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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