Toner Asset Management Group offers investment management, financial planning, and family office services. Investment management includes asset management and financial planning or consulting. Financial planning covers investment planning, risk management, and asset allocation. Family office services provide integrated services to high-net-worth individuals, families, estates, trusts, and charitable foundations.
Assets Under Management$74M
Clients23
Advisors1
Avg. per Client$3.2M
Avg. per Advisor$74M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum fee. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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