Tomasetti Investment Group (TIG) offers investment management and financial planning services to individuals and families. TIG creates custom investment portfolios based on client objectives and risk tolerance, using an asset allocation strategy with index and value investing. Financial planning services include a detailed needs analysis and custom portfolio management based on client goals and financial situations.
Assets Under Management$61M
Clients47
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$61M
Fee Structure
Minimum Investment:$750K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.60% |
Fees on all accounts may be negotiated without regard to account size.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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