Tingey Advisors is a registered investment advisor founded in 1996, managing discretionary portfolios for individuals, trusts, estates, foundations, and retirement plans. Tingey Advisors takes a personal approach by evaluating risk tolerance to tailor investment strategies, which include five portfolio categories ranging from growth-focused common stocks to income-focused bonds, as well as balanced mixes of both. The firm utilizes a fundamental approach to identify undervalued, long-term growth opportunities while maintaining a low-turnover, diversified strategy. In addition to core portfolio management, Tingey Advisors offers retirement plan consulting for qualified plans such as 401(k)s, educational seminars, and general financial consulting on projects not involving publicly traded securities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are assessed quarterly in advance. Management fees are negotiable under certain circumstances.