Troy Toner
Troy Toner is a registered investment advisor at Toner Asset Management Group, INC., based in Virginia Beach, VA, with 23 years of industry experience. Troy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 23 clients with $74M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum fee. Fees are negotiable.
Fee Estimator
Location
304 34th Street, Suite 4, Virginia Beach, VA, 23451
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Troy works as a consultant and interim Chief Financial Officer for Magna Imperio Systems, a water treatment solutions company. This investment-related activity takes about a quarter of Troy's time.
Employment History
Current Registrations
Toner Asset Management Group, INC.
Previous Registrations
Toner Asset Management Group, INC.
State Registrations1 state
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