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Ten Capital Wealth Advisors, LLC
SEC-regulated
Registered investment advisor
Ten Capital Wealth Advisors, LLC is an investment advisory firm based in Spokane, WA, established in 2011. The firm specializes in providing personalized Asset Management, Financial Planning, and Retirement Plan Advisory Services. They offer Asset Management services where portfolios are tailored to individual needs using various securities. Clients can place restrictions on investments, and certain operations are outsourced to third-party providers. The firm utilizes technology solutions from FinLife Partners to enhance services, with fees based on a percentage of assets managed. For Financial Planning services, clients receive tailored financial plans and consultations. Retirement Plan Advisory Services include investment advice and consulting for employer-sponsored retirement plans. The firm does not charge performance-based fees and serves various client types, including individuals and businesses. Investment strategies involve fundamental, technical, and cyclical analysis, with risks associated with each strategy outlined. Ten Capital engages in soft dollar arrangements with TD Ameritrade for brokerage services, with benefits received disclosed. Clients receive regular account reviews, and the firm does not accept proxy authority for voting client securities. For more information, clients can contact Chief Compliance Officer Tim Mitrovich at 509-325-2003.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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