Teton Wealth Group LLC
Assets Under Management
$165.5M
Number of Clients
786
Number of Advisors
8
Average Client AUM
$211K
AUM per Advisor
$20.7M
Compensation
Fee-Only (AUM)
About This Firm
Teton Wealth Group, LLC is an investment management firm that identifies client investment goals, risk tolerance, and objectives to create an initial portfolio allocation. They offer tax preparation services through an affiliated company, Teton Tax Services LLC.
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
Discounts may be offered to select friends, employees, and family.
Fee Estimator
Teton charges an annual portfolio management fee based on a percentage of assets under management. The fee is 1.00% of assets under management. There is no account minimum. Fees are paid in advance and are withdrawn directly from the client's accounts on a monthly basis with written authorization. Discounts may be offered to select friends, employees, and family. IAR’s of Teton market annuity and insurance products through an affiliated company, Teton Wealth Management, LLC, and may earn a commission.
Areas of Practice
Location
764 E Winchester St. #100, Murray, UT, 84107