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Raymond German

Advisor at Tencap Wealth Coaching

Updated today
Tencap Wealth Coaching logo

Firm

Tencap Wealth Coaching

Location

Grand Forks, ND 58201

Credentials

Series 65

Industry experience

11 years

About

Raymond German is a financial advisor with Tencap Wealth Coaching and holds a Series 65 credential. He has 10 years of industry experience and is also the president of German Law Group, a law firm specializing in estate planning, trust administration, and probate. He has worked at Tencap Wealth Coaching since 2024 and has been involved with INVEST WISE, LLC dba German Wealth since 2014. Tencap Wealth Coaching provides discretionary portfolio management, comprehensive financial planning, and consulting services to individuals, high-net-worth clients, and retirement plan sponsors. The firm delivers investment advice primarily through tailored discretionary asset management and also offers co-advisory services with third-party managers.

Client services

Based on Tencap Wealth Coaching

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Tencap Wealth Coaching

Retirement income strategy College savings (529s, UTMA, etc.) Business exit / sale strategy

Fee options

Fixed

Financial planning fees up to $10,000, negotiable and based on complexity.

Percentage

$0 - $500,000: 1.15% $500,000 - $1,000,000: 1.05% $1,000,000 - $4,000,000: 0.75% $4,000,000+: 0.50%

Commissions

Independent insurance agents affiliated with the firm may earn commissions for insurance products in addition to advisory fees.

Other

Account minimum: $300,000

Location

1726 South Washington Street, Suite 33 A

Grand Forks, ND 58201

Most active in

Minnesota · North Dakota · Texas

Work history

Tencap Wealth Coaching, LLC

2024 - Present (2 years)

INVEST WISE, LLC dba GERMAN WEALTH

2015 - Present (11 years)

INVEST WISE, LLC dba German Wealth

2014 - Present (12 years)

German Law Group, PC

1979 - Present (47 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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