Ten Talents Financial Planning provides financial planning and investment management services. Financial planning is typically a project-based arrangement billed monthly for 3 months. Investment management services are offered after the financial planning engagement. Ten Talents constructs diversified investment portfolios utilizing passive, low-cost mutual funds and exchange-traded funds.
Assets Under Management$51M
Clients33
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$51M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M+ | 1.00% |
Fees negotiable for assets over $2,500,000. For clients with over $1,000,000 being managed, the fixed financial planning fee may be waived.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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