Tenet Wealth Partners provides investment management and financial planning services. Investment management is offered on a discretionary basis, utilizing various investment types based on the client's needs and goals. Financial planning encompasses areas like retirement, tax, estate, and education planning. Tenet may refer clients to other specialists as needed. For 401(k) accounts, Tenet uses a third-party platform, Pontera, to facilitate management. Clients also have optional access to estate-planning tools through Wealth.com for an additional fee.
Fee Structure
Tenet Wealth Partners charges an annual management fee for investment management services, which includes financial planning. The fee ranges up to 1.0% annually and is charged monthly, in advance, based on the value of the account at the end of the billing period. The fee can be a fixed percentage, a fixed dollar amount, or a tiered fee schedule. A minimum annual fee may apply.