Wealth Management Services
Strategize, Implement, and Protect.
Financial Planning
Details matter. Our early conversations with you involve listening and data gathering.
What does success mean to you? How do you perceive risk? What is your full financial picture? We believe providing full context will enable you to make the best decisions… for you.
Financial planning doesn’t just end once a plan is put in place. What will make that plan successful is the careful coordination and review on a regular basis to make sure we’re on track.
Tax Planning
The money you keep after taxes is meaningful. We coordinate with your CPA to build your investments and maximize all available strategies.
Our practice is centered around maximizing opportunities. Some of these are tax-loss harvesting, tax-efficient investments, asset location, timing of retirement plan contribution/withdrawals, college education plans, and more.
Estate/Legacy Planning
A plan in place means that your loved ones will be taken care of and administrating your estate won’t be a struggle.
We utilize a team approach with your estate planning attorney, ensuring they have the full context to prepare an appropriate plan.
A plan is only as good as the execution. We do the legwork to ensure all accounts are appropriately registered and have necessary beneficiary designations.
It sounds simple, but knowing what you want might be the hardest part of risk management.
Allison Schrager
Fee Schedule
Our wealth management services provide discretionary investment advisory services on a fee‐only basis, where the annual fee shall be based upon a percentage (%) of the market value and type of assets placed under Tenere Financial’s management (between 0.25% and 1.00%) as follows:
Annual Fee Managed Assets
For the first $1,250,000, subject to a $10,000 annual minimum, plus
For amounts greater than $1,250,000 up to $3,000,000, plus
For amounts greater than $3,000,000 up to $4,000,000, plus
For amounts greater than $4,000,000 up to $6,000,000, plus
For amounts greater than $6,000,000 up to $8,000,000, plus
For amounts greater than $8,000,000
Client Portal
At Tenere Financial, we pride ourselves on the transparency of our process.
We offer a client portal where our clients can access detailed information on the distribution and growth of their assets, twenty-four hours a day.
This portal includes a wealth of information, including full analytics and a variety of graphs and charts so you can quickly and easily tell at a glance how your assets are performing at any given time.