Thornton Financial Management offers personalized investment advice and manages investment portfolios for clients. They meet with clients to understand their financial goals, risk tolerance, and investment objectives. Thornton Financial then creates a customized investment strategy and monitors the portfolio's performance, rebalancing as needed. They require discretionary authority to manage client accounts.
Assets Under Management$49M
Clients128
Advisors1
Avg. per Client$380K
Avg. per Advisor$49M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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