Torrey Capital Investments offers investment management services, creating tailored portfolios for clients based on their individual needs and goals. The firm constructs portfolios using individual stocks, bonds, exchange traded funds, options, mutual funds, and other public and private securities. Portfolios are reviewed at least quarterly and rebalanced as needed. Torrey Capital Investments does not offer wrap fee programs.
Assets Under Management$89M
Clients212
Advisors1
Avg. per Client$420K
Avg. per Advisor$89M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $4.0M | 0.75% |
| $4.0M - $5.0M | 0.65% |
| $5M+ | 0.55% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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