Tollefson & Company Investment Management, LLC (T&C) offers investment advisory services to high-net-worth individuals, corporations, trusts, and retirement plan portfolios. Kirsten Tollefson, as Chief Executive Officer, oversees the firm's activities and ensures compliance with securities laws. T&C does not receive additional compensation beyond management fees and is not affiliated with other financial industry activities.
Assets Under Management$110M
Clients39
Advisors1
Avg. per Client$2.8M
Avg. per Advisor$110M
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Loading...