Ian Tollefsen
Ian Tollefsen is a CFP-designated registered investment advisor at Consolidated Portfolio Review CORP, based in Nashua, NH, with 13 years of industry experience. Ian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,228 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.50% |
| $100K - $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Shows the tiered billing schedule maximum annual advisory fees. The firm also offers threshold billing, flat percentages, and flat annual fees. Fees are negotiable.
Fee Estimator
Location
230 Amherst Street, Nashua, NH, 03063
Get directionsHistory
Regulatory History (1)
Financial
April 2020Employment History
Current Registrations
Consolidated Portfolio Review CORP
Previous Registrations
Trust Advisory Group LTD
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Tfs Advisory Services
Metlife Securities INC.
New England Securities Corporation
Walnut Street Securities, INC.
Tower Square Securities, INC.
RBC Dain Rauscher INC.
State Registrations1 state
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
More Advisors
- Jared Anderson, CFP, ChFCLPL Financial LLC
- Carl Hefflefinger, CFPCommonwealth Financial Network
- Andrew Dumais, CFPStrategic Advisers LLC
- Nikki Abbott, CFPStrategic Advisers LLC
- Craig Johnson, CFPCitizens Securities, INC.
- Brian Lavoie, CFPLPL Financial LLC