S. E. Thorn & Co. is an independent advisory firm led by Stuart Ellis Thorn, operating as a sole proprietorship based in Prescott, Arizona. The firm primarily focuses on monitoring and supervising investment accounts, with additional services including asset allocation, tailored portfolio strategies, and hourly financial consultations. S. E. Thorn & Co. emphasizes a personalized approach, taking into account each client's specific goals, risk tolerance, and background. The firm operates on a fee-only basis, charging either a percentage of the value of your portfolio or hourly rates, and does not accept commissions or sell proprietary products. Investment supervision services generally require a minimum portfolio value of $300,000, though exceptions are made based on individual circumstances.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $750K | 0.90% |
| $750K+ | 0.65% |
Rates shown are for equity and balanced accounts. Fixed income accounts have a separate schedule starting at 0.60% for under $500K down to 0.35% for over $5M. All fees are negotiable.