| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Subject to a $300 minimum quarterly fee (not to exceed 3% of a client’s assets under management)
900 North Shore Drive Suite 279, Lake Bluff, IL, 60044
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Learn about disclosures →Martin is the president and owner of Torii Asset Management since 2008, where he provides investment advisory services, dedicating nearly all of his time. He also serves as a trustee for a family trust, spending minimal time per month on this activity.