Tenet Wealth Partners provides personalized investment management and financial planning services to individuals, families, and other clients. The firm builds customized portfolios using a mix of individual stocks and bonds, mutual funds, exchange-traded funds, and independent money managers, with a strong focus on diversification, tax efficiency, and cost control. Tenet Wealth Partners offers both discretionary management, where the firm makes trades on your behalf without prior approval, and non-discretionary management. In addition to managing investments, the firm provides comprehensive financial planning covering retirement, taxes, estate planning, charitable giving, and risk management.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.60% |
Annual management fee is up to 1.60% and can be structured as a flat percentage, flat dollar amount, or tiered schedule. Financial planning is included as part of investment management.