In Touch Financial Services provides personalized portfolio management, financial planning, and consulting services for individuals, families, businesses, and retirement plans. Founded by Vanessa Ann Donaville in Oakland, California, the firm emphasizes a holistic approach focusing on retirement, estate, insurance, and education planning. In Touch Financial Services manages assets primarily on a non-discretionary basis while maintaining discretionary authority specifically for mutual fund transactions. The firm uses fundamental, technical, charting, and cyclical analysis methods to guide investment strategies. In addition to investment advice, the firm offers assistance with insurance products, real estate transactions, and mortgage lending through its principal, introducing potential conflicts of interest due to commission-based compensation.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 2.99% |
| $25K - $100K | 2.00% |
| $100K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Accounts under $16,666.67 pay 2.99%. Accounts under $25,000 pay the lesser of $500 or 2.99%. Fees and account minimums are negotiable.