Jeffrey Tomaneng
Jeffrey Tomaneng is a registered investment advisor at Advice and Planning Services, based in Waltham, MA, with 30 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 72,807 clients with $34B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TC Services offers several managed account programs with different fee structures:
- TIAA Personal Portfolio (TPP): 0.30% annually of the assets managed. This program is closed to new investors.
- TIAA Portfolio Advisor (PA): Fees range from 1.15% to 0.40% annually based on a tiered schedule.
- Private Asset Management (PAM): Fees range from 0.90% to 0.40% annually for a blended portfolio, or 0.50% to 0.15% annually for a fixed income portfolio, based on a tiered schedule. Transaction costs are additional for PAM.
TC Services may negotiate fee arrangements based on various factors. The fees for TPP and PA are inclusive of most transaction costs, while PAM has separate transaction costs.
Location
225 Wyman Street, Waltham, MA, 02451
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 1998Other Business Activities
Jeffrey works as a rideshare driver for Lyft and Uber since 2023, driving passengers in his personal vehicle. This takes about 10-20% of his time.
Employment History
Current Registrations
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLC
Tiaa-Cref Individual & Institutional Services, LLCBroker
Previous Registrations
Asset Management Resources, LLC
Lion Street Advisors, LLC
Lion Street Financial, LLCBroker
Capital Analysts
Lincoln InvestmentBroker
Lincoln Investment Planning, LLC
US Financial Advisors, LLC
U.S. Wealth Advisors, LLC.Broker
New England SecuritiesBroker
Citizens Financial Services INC.Broker
Citicorp Investment ServicesBroker
Republic Financial Services CorporationBroker
Dean Witter Reynolds INC.Broker
Smith Barney INC.Broker
State Registrations6 states
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.