Tonge Investment Services offers investment advice and manages portfolios for individuals, pension plans, trusts, and retirement plans. Tonge Investment Services manages portfolios on a discretionary basis using technical analysis, investing in equities, mutual funds, exchange traded funds, leveraged exchange traded funds, and bonds. Investment services are tailored to meet client needs and goals. Clients can impose restrictions on investments.
Assets Under Management$46M
Clients119
Advisors2
Avg. per Client$390K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Tonge Investment Services' fees are negotiable and vary among clients. For accounts established before November 30, 2017, the fees are:
- 1% of assets up to $500,000
- 0.7% on assets between $500,000 and $1 million
- 0.5% on assets over $1 million
There is no fee on single accounts with values below $15,000.
For accounts established on or after November 30, 2017, the fees are:
- 2% for Trust accounts using Firm as Trustee
- 1% of the value of the assets up to $3 million
- 0.5% on the additional assets over $3 million
- 1.5% on assets using options or leveraged ETFs
Loading...