Tone Financial Advisors manages investment portfolios for individuals, families, churches, and non-profits. They offer biblically-responsible, socially-responsible, and values-neutral investing. Tone Financial Advisors follows a five-step process: discover needs, develop a strategy, select investments, implement the strategy, and monitor investments. They prioritize personal values when selecting investments.
Assets Under Management$5.5M
Clients30
Advisors1
Avg. per Client$180K
Avg. per Advisor$5.5M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$1,200
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees can be reduced, increased, waived or restructured on a per-contract basis at the firm's sole discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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