Tolsma Investments provides advice on cash flow, budgeting, investing, college funding, retirement planning, risk management, and estate planning. They also offer educational workshops. Wealth planning engagements can be broad or narrowly focused. They assist small businesses with strategy, practice management, and general financial advice.
Assets Under Management$410M
Clients132
Advisors1
Avg. per Client$3.1M
Avg. per Advisor$410M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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