Towne Investments LLC offers investment management and consulting services. Investment advice is limited to stocks, stock funds, bond funds, commodities, REIT funds, cash, and money market funds. The firm considers risk tolerance, time horizons, and financial situations. Clients can restrict investments in specific securities. Consulting services are available for clients needing advice on specific securities.
Assets Under Management$18M
Clients32
Advisors1
Avg. per Client$560K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable based on AUM and complexity of services.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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