John Toohey is a CFA-designated registered investment advisor at Two Centuries Investments, LLC, based in Hopewell, NJ, with 5 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 21 clients with $7.3M in assets under management.
Compensation
Firm Size
Number of Clients
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Assets Under Management
Fee Structure
Two Centuries Investments (TCI) offers several investment strategies, each with its own fee schedule based on the amount of your portfolio. Fees are negotiable for portfolios over $50,000,000. Here's a breakdown:
- Conservative Risk Multi-Asset Solution (Dynamic Conservative):
- 0.45% per year on portfolios between $100,000 and $10,000,000
- 0.35% per year on portfolios between $10,000,001 and $25,000,000
- 0.25% per year on portfolios between $25,000,001 and $50,000,000
- Moderate Risk Multi-Asset Solutions (Dynamic Balanced):
- 0.75% per year on portfolios between $100,000 and $10,000,000
- 0.65% per year on portfolios between $10,000,001 and $25,000,000
- 0.55% per year on portfolios between $25,000,001 and $50,000,000
- Equity Solutions (Focused Quality Strategies):
- 0.85% per year on portfolios between $150,000 and $10,000,000
- 0.65% per year on portfolios between $10,000,001 and $25,000,000
- 0.55% per year on portfolios between $25,000,001 and $50,000,000
- Moderate Risk Multi-Asset Solutions (Dynamic Blend):
- 0.80% per year on portfolios between $1,000,000 and $10,000,000
- 0.65% per year on portfolios between $10,000,001 and $25,000,000
- 0.55% per year on portfolios between $25,000,001 and $50,000,000
- High Risk Portable Alpha Alternative Solution (Dynamic Alpha):
- 1.00% per year on portfolios between $1,000,000 and $10,000,000
- 0.90% per year on portfolios between $10,000,001 and $25,000,000
- 0.80% per year on portfolios between $25,000,001 and $50,000,000
- Custom Cash Management Solutions:
- 0.12% per year on portfolios of $1,000,000 and up
Location
Hopewell, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is an advisor for Astraa, a business unit of Saama Technologies, providing subject matter expertise to clients in the investment industry. This requires a few hours per week.
Employment History
Current Registrations
Two Centuries Investments, LLC
State Registrations1 state
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