Tomas A. Blanno & Company is an investment advisory firm offering discretionary asset management and financial planning services. They work with individuals, high-net-worth individuals, corporations, and other business entities. Services include developing financial plans, ongoing investment portfolio monitoring, and financial consultations. They access investment solutions through Schwab Advisor Services and may recommend third-party money managers.
Assets Under Management$24M
Clients37
Advisors1
Avg. per Client$640K
Avg. per Advisor$24M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.00% |
| $500K+ | 1.75% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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