Phingers and Toze Investments provides investment advice and manages portfolios for individual clients. The firm offers both discretionary and non-discretionary management. They invest in various securities, including stocks, bonds, mutual funds, and options. The firm tailors its advice to each client's specific financial goals, risk tolerance, and any investment restrictions they may have. Clients are required to hold their accounts at Charles Schwab.
Assets Under Management$55M
Clients7
Advisors1
Avg. per Client$7.9M
Avg. per Advisor$55M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Advisory fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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