Somerville, MA Office
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Tenon Financial
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About
Tenon Financial provides investment management and ongoing financial planning services to individual and high-net-worth clients, managing discretionary accounts and preparing comprehensive financial plans. Services cover cash flow and debt management, retirement and college planning, estate planning, insurance and tax planning, and implementation of client-specific investment policies.
The firm primarily practices passive investment management, building asset-class-weighted portfolios using index mutual funds and ETFs to emphasize low internal costs, minimal turnover, and tax efficiency, while also employing fundamental, technical and cyclical analysis when constructing or adjusting portfolios. Account supervision is guided by each client’s stated objectives and tax considerations, and clients may impose reasonable investment restrictions.
Tenon Financial charges a flat, negotiable annual fee (stated range $3,600–$36,000, billed quarterly) rather than a percentage-of-AUM or performance-based fee, does not accept third-party compensation, and reports no related parties. The firm recommends Charles Schwab for custody, participates in Schwab’s institutional program for trade execution, research and back-office support, and discloses that those benefits may present potential conflicts of interest.
Based on Tenon Financial
Expertise
Based on Tenon Financial
Location
Somerville MA
Advisors at this office
1
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