Total Assets Management offers investment management services, working with clients to identify their investment goals and risk tolerance. They create portfolios consisting of individual stocks, exchange traded funds, and mutual funds. Portfolios are reviewed and rebalanced based on individual needs and goals. Total Assets Management aims to meet client investment objectives through market observation and value exploration.
Assets Under Management$1.3M
Clients12
Advisors1
Avg. per Client$110K
Avg. per Advisor$1.3M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Non-profit accounts are charged 0.90%. Fees may be negotiable in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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