Thome Financial Management offers investment management on a discretionary basis, using a long-term buy and hold strategy with diversified portfolios of exchange-traded funds and mutual funds. They also provide financial consulting on an hourly basis, covering budgeting, retirement planning, estate planning, and other financial matters. Thome Financial Management acts as a fiduciary for all clients.
Assets Under Management$54M
Clients26
Advisors1
Avg. per Client$2.1M
Avg. per Advisor$54M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.50% |
Fees are negotiable but cannot exceed the stated fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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