Tomchaney Investment Services provides ongoing supervision of client accounts, allocating assets based on client investment objectives. They primarily use mutual funds, ETFs, stocks, and bonds to build diversified portfolios. Tomchaney Investment Services tailors its services to individual client needs, allowing for restrictions on investment selections. They do not participate in wrap fee programs.
Assets Under Management$31M
Clients39
Advisors1
Avg. per Client$790K
Avg. per Advisor$31M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.65% |
| $1.0M - $5.0M | 0.50% |
| $5.0M - $20.0M | 0.40% |
| $20M+ | 0.20% |
Fees are negotiable and may be determined by the extent and nature of the asset management services to be performed.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...