CS TOMASI Wealth Management offers wealth management services to individuals, high net worth individuals, trusts, and estates. These services include investment management using stocks, ETFs, mutual funds and bonds, and financial planning covering areas like retirement, savings, insurance, and charitable giving. CS TOMASI acts as a fiduciary, committed to acting in the client's best interest and mitigating conflicts of interest.
Assets Under Management$100M
Clients86
Advisors3
Avg. per Client$1.2M
Avg. per Advisor$34M
Fee Structure
Minimum Investment:$5K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $1000K | 1.15% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.95% |
| $10M+ | 0.90% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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