Tencap Wealth Coaching

CRD#166130
Investment Advisor Firm

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  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Tencap Wealth Coaching is located at 1314 West 11400 South, South Jordan, UT. The firm employs 10 financial advisors to manage client portfolios and provide financial guidance. Tencap Wealth Coaching is not a registered broker-dealer.

    Tencap Wealth Coaching offers financial planning services and selection of other advisers. Over the past year, the firm has provided financial planning services to between 251 and 500 clients. The fee structure at Tencap Wealth Coaching includes asset-based, hourly, and other fees. The firm maintains affiliations with a lawyer or law firm and an insurance company or agency.

    Tencap Wealth Coaching is registered in the states of Arizona, California, Colorado, Florida, Hawaii, Idaho, Kansas, Louisiana, Minnesota, Nebraska, Nevada, North Carolina, North Dakota, South Carolina, Texas, Utah, Virginia, Washington, and Wyoming.

    Number of Advisors

    10

    Disclosures

    No

    Office Location

    1314 West 11400 South
    South Jordan, UT 84095

    Tencap Wealth Coaching by the Numbers

    Total Number of Employees

    12

    National Average: 64
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    Products and Services

    Services offered by Tencap Wealth Coaching include financial planning services and selection of other advisers. In the prior financial year, Tencap Wealth Coaching provided 251-500 of its customers with financial planning services. The Firm does not sell products or offer services apart from investment advisory services to its investment advisory customers.

    Core Advisor Services

    • Offered by 31% of firms

      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

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      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

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      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

    • Offered by 20% of firms

      Selection of Other Advisors

      This is the firm's assistance with choosing other advisors to work with who may have different specialties.

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      Publication of Periodicals

      This is the publication of various financial education materials.

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      Educational Seminars/Workshops

      This is the hosting of seminars or workshops to educate investors on financial concepts.

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    Fee Structure

    Financial management fees typically vary depending on the type of services provided. Fees billed by Tencap Wealth Coaching most likely include any combination of the following fee types: asset-based, hourly, or other.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 21% of firms

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Offered by 10% of firms

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Unavailable

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

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    Disclosures

    Tencap Wealth Coaching does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Tencap Wealth Coaching

    Dalton Forsythe
    Logan, UT
    Robert Galeria
    South Jordan, UT
    Rock Allen
    South Jordan, UT
    Nicholas Carrigan
    South Jordan, UT
    John Dwyer
    Bismark, ND
    Gregory Black
    South Jordan, UT
    Kevin Fink
    South Jordan, UT
    Kevin Whisenant
    Springville, UT
    Bonita Bell-Andersen
    St. George, UT

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