Tomlin Financial Advisors offers financial planning and investment advice to individuals, families, and trusts. Financial planning covers areas like investment analysis, retirement, education, major purchases, insurance, taxes, and estate planning. Investment advisory services include portfolio reviews, rebalancing recommendations, and assistance with trading. Fees are based on a percentage of assets managed and are negotiable.
Assets Under Management$60M
Clients58
Advisors1
Avg. per Client$1M
Avg. per Advisor$60M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. Former Beach Financial Advisory clients may have a different fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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