Tomassi Financial Planning offers ongoing portfolio management services based on individual client goals and risk tolerance. They create an Investment Policy Statement for each client to aid in selecting a suitable portfolio. Financial planning services cover areas like investment, insurance, tax, retirement, college, and debt/credit planning. Tomassi Financial Planning generally advises on mutual funds, equities, bonds, ETFs, real estate, and insurance products.
Assets Under Management$23M
Clients34
Advisors1
Avg. per Client$680K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.10% |
| $250K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3M+ | 0.70% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...