Barbara Trombley
Barbara Trombley is a registered investment advisor at Trombley Wealth Management, based in Wilbraham, MA, with 16 years of industry experience. Barbara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Insurance Planning, and 2 more. Their firm serves 209 clients with $70M 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 $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.75% |
Fees are negotiable for accounts over $3,000,000. Fees charged by Trombley Associates generally do not exceed 1.25%, fees charged by Third Party Money Managers generally do not exceed 1.10%. The total fee charged is based on the scope and complexity of an account as well as the amount of time or expertise required. The total combined fee will not exceed 2%.
Fee Estimator
Location
2022 Boston Road, Wilbraham, MA, 01095
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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 ActivitiesSells Insurance
Barbara is a non-profit board member, co-owns bookkeeping businesses, and provides investment advisory services through Trombley Associates, an independent investment advisor firm, dedicating about half her time to this. She also engages in tax preparation/accounting and has a business entity for tax/investment purposes.
Employment History
Current Registrations
Trombley Wealth Management
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
State Registrations20 states
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