Tompkins & Co. offers ongoing portfolio management services based on each client's individual goals, objectives, time horizon, and risk tolerance. Tompkins & Co. creates an Investment Policy Statement for each client, which outlines the client’s current situation and then constructs a plan to aid in the selection of a portfolio that matches each client’s specific situation. Tompkins & Co. limits its money management to mutual funds, equities, bonds, fixed income, debt securities, ETFs, REITs, and government securities.
Assets Under Management$390M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$390M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $20.0M | 0.60% |
| $20M+ | 0.60% |
Fees are negotiable above $20,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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