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Troy Tonn is a registered investment advisor at Cirrus Capital Management, LLC, based in Tampa, FL, with 19 years of industry experience. Troy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 41 clients with $22M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
41 clients
Average Client Portfolio
$538K average
Assets Under Management
$22.1M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees may be negotiable in certain limited circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Tampa, FL
Get directionsHistory
Regulatory History (1)
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Customer Dispute
September 2010Settled
Employment History
Current Registrations
Cirrus Capital Management, LLC
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Cirrus Capital Management, LLC
June 2009 - December 2010 · 1 yr 6 mos
AXA Advisors, LLC
January 2006 - January 2009 · 3 yrs
State Registrations3 states
FLTXVA
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.