Ian Libardo Tennant
IT
ChFC

Ian Libardo Tennant

12 Years of Experience

Firm Information

Ian Libardo Tennant
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
10 advisors
Number of Clients
442 clients
Average Client Portfolio
$619K average
Assets Under Management
$273.7M

Fee Structure

Minimum Investment:None
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $4.0M0.85%
$4.0M - $6.0M0.55%
$6.0M - $10.0M0.25%
$10M+0.10%

Fees are negotiable at the sole discretion of Advisor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Hourly Rate:$250 - $1,000/hr

You can receive financial planning services billed annually, monthly, hourly (from $250 to $1,000 per hour), or by fixed fee. There may be a one-time onboarding fee. For asset management, you'll pay a percentage of your assets under management. For example, the first $2,000,000 is charged 1.00% annually. Fees are negotiable. In addition to advisory fees, clients will be assessed other fees by parties independent from the advisor, such as brokerage fees.

Areas of Practice
Financial Planning & CoachingRetirement PlanningEducation PlanningTax PlanningEstate PlanningInsurance PlanningInvestment Management
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Advisor Information

Office location

800 W 5th St Unit 100-B, Austin, TX, 78703

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Ian Libardo Tennant
IT
Contact
Ian Libardo Tennant
Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Ian is the treasurer for the Chamonix Owners Association. He also owns 50% of Cyntennial Ventures LLC, formed in 2018 as an investment vehicle, but currently has no business activities.

Employment History
Current Registrations
Pioneer Wealth Management Group
August 2013 - Present · 12 yrs 5 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Ian Libardo Tennant
IT
Contact
Ian Libardo Tennant
Ian Libardo Tennant - Financial Advisor | AdvisorDiscover