Tingey Advisors, operating as a DBA of Cannon Tingey Investment Advisors, Inc., offers personalized investment management services and advice tailored to specific client objectives. They manage portfolios for individuals, small businesses, and institutions, categorizing them as Growth, Income, Balanced, Balanced with Growth Bias, or Balanced with Income Bias. Tingey Advisors uses a low-turnover, diversified strategy, and clients typically grant full discretion to manage their portfolios.
Assets Under Management$480M
Clients395
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$240M
Fee Structure
Investment management only (planning not offered)
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% |
Management fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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