Tomoro offers a comprehensive range of financial services, including investment management, financial planning, and retirement plan consulting. The firm tailors its strategies to meet individual client needs by analyzing risk tolerance, time horizon, and tax situations. Tomoro manages portfolios using fundamental, technical, and cyclical analysis, allocating assets among stocks, bonds, mutual funds, exchange-traded funds, real estate investment trusts, and independent managers. In addition to portfolio management, Tomoro assists clients with cash flow forecasting, trust and estate planning, tax planning, insurance planning, and business consulting. Tomoro works with individuals, high-net-worth clients, business owners, pension and profit-sharing plans, and charitable organizations.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual investment management fees vary between 0.10% and 1.50% depending on portfolio size and composition. Fees are negotiable based on factors such as anticipated future assets, account composition, and pre-existing relationships.