Tammy Tonjes is a PFS-designated registered investment advisor at Tonjes Financial Group, based in Findlay, OH. Tammy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.70% |
All services (both investment management and comprehensive financial planning) are included under this unified fee. AIM receives an annual Program Fee of 0.20% of your assets under management in the Program, which is included in the total investment management fee. Strategist fees range between 0.00% and 1.00% annually of your account assets(s) in the model portfolios, depending on strategist and model selected. AIM receives a maximum annual administration fee of 0.10% and a maximum annual trading fee of 0.15% of your Account(s) in the model portfolios, which are included in the total investment management fee. The annual Personalized Index Fee is 0.20% of the average daily balance in your included accounts. Tonjes Financial Group will never charge an effective rate over 2.50%.
Fee Estimator
Location
815 S Main St, Findlay, OH, 45840
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Tonjes Financial Group
State Registrations1 state
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