Teton Wealth Group LLC

Fee-Only (% of Portfolio)

Teton Wealth Group is an investment management firm that helps clients identify their investment goals and objectives, as well as risk tolerance, in order to create an initial portfolio allocation designed to complement their financial situation and personal circumstances. Teton constructs model investment portfolios to specific investment strategies associated with the respective models, and that are not generally customized for individual clients. Teton also offers tax preparation services and sells annuity and insurance products through affiliated companies.

Assets Under Management$170M
Clients786
Advisors8
Avg. per Client$210K
Avg. per Advisor$21M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Teton does offer discounts to select friends, employees, and family.

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Location

8 Advisors at this firm

Teton Wealth Group LLC | TrueAdvisor