Tessara Wealth offers financial planning and investment management services. Financial planning covers retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. Investment management involves selecting an appropriate asset allocation. Tessara primarily serves high-achieving women, but also works with other individuals, trusts, retirement plans, and businesses.
Assets Under Management$160M
Clients143
Advisors4
Avg. per Client$1.1M
Avg. per Advisor$41M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Tessara Wealth does not charge a separate investment management fee for clients who utilize ongoing comprehensive financial planning. The annual planning fee covers financial planning, investment management, and tax advice services.
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