Abigail Genovese is a registered investment advisor at Tonge Investments, based in Belgrade, ME. Abigail operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 119 clients with $46M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Tonge Investment Services' fees are negotiable and vary among clients. For accounts established before November 30, 2017, the fees are:
- 1% of assets up to $500,000
- 0.7% on assets between $500,000 and $1 million
- 0.5% on assets over $1 million
There is no fee on single accounts with values below $15,000.
For accounts established on or after November 30, 2017, the fees are:
- 2% for Trust accounts using Firm as Trustee
- 1% of the value of the assets up to $3 million
- 0.5% on the additional assets over $3 million
- 1.5% on assets using options or leveraged ETFs
Location
Belgrade, ME
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Tonge Investments
State Registrations2 states
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