Tuma Financial offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. This includes creating a personal investment policy, asset allocation, and regular monitoring. Tuma Financial also provides financial planning covering investments, insurance, taxes, retirement, college, and debt/credit. Tuma Financial generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, ETFs, treasury inflation protected/inflation linked bonds and non-U.S. securities.
Assets Under Management$45M
Clients33
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$45M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.70% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | 0.40% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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