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Torr Steinhilber

16 Years of Experience
Walnut Creek, CA
1 Disclosure

Torr Steinhilber is a registered investment advisor at Munro Asset Management L.L.C., based in Walnut Creek, CA, with 16 years of industry experience. Torr operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $5.0M1.25%
$5M+1.00%

Fees are negotiable and may be modified based on individual circumstances, complexity of services, pre-existing relationships, or at Munro's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Walnut Creek, CA

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History

Regulatory History (1)
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Criminal
July 1996
Final Disposition
Other Business Activities

Torr is the 100% owner of Munro Asset Management LLC, a registered investment advisor firm, since 2006. The firm is currently dormant and requires minimal time commitment.

Employment History
Current Registrations
Munro Asset Management L.L.C.
July 2013 - Present · 12 yrs 10 mos
Previous Registrations
Alterity Financial Group, LLC
November 2023 - March 2024 · 4 mos
Naples Asset Management CO., LLC
May 2016 - December 2019 · 3 yrs 7 mos
Zega Financial, LLC
January 2014 - January 2014 · 0 mos
Infinity Capital Management LLC
July 2012 - August 2012 · 1 mo
Munro Asset Management L.L.C.
September 2009 - December 2012 · 3 yrs 3 mos
Munro Asset Management L.L.C.
January 2007 - October 2007 · 9 mos
Linsco/private Ledger CORP.
June 2005 - September 2005 · 3 mos
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Torr Steinhilber - Financial Advisor | TrueAdvisor