S. E. Thorn & Co. is a registered investment advisory firm offering investment account monitoring, consultations, and advice on matters not involving securities. To qualify for supervisory services, accounts should have a combined value of $300,000 or more, though exceptions are made. The firm offers fee-based investment advisory services based on a percentage of assets under management, hourly charges, and fixed fees. S. E. Thorn & Co. does not offer tax preparation services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $750K | 0.90% |
| $750K - $1000K | 0.65% |
| $1M+ | 0.65% |
Fee schedule shown is for equity and balanced accounts. All fees are negotiable. For fixed income accounts: - **Below $499,999:** 0.60% - **$500,000 - $999,999:** 0.55% - **$1,000,000 - $1,999,999:** 0.50% - **$2,000,000 - $4,999,999:** 0.45% - **Over $5,000,000:** 0.35%