Tomassi Financial Planning offers ongoing portfolio management and personalized financial planning services based on each client's individual goals, time horizon, and risk tolerance. Tomassi Financial Planning creates a custom Investment Policy Statement for every client to guide asset allocation, strategy, and security selection, which can include mutual funds, stocks, bonds, exchange-traded funds, real estate investment trusts, options, and other securities. In addition to managing investments with the authority to make trades without asking first, Tomassi Financial Planning provides standalone or project-based financial planning covering cash flow, retirement, college education, tax strategies, insurance, and estate planning. The firm serves individuals, high-net-worth individuals, banks, and charitable organizations.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.10% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3M+ | 0.70% |
Fees are negotiable depending on client needs and situation complexity.