Torrey Pines Financial offers financial planning and portfolio management services. For portfolio management, Torrey Pines Financial helps clients allocate assets among various third-party asset management programs. Torrey Pines Financial receives compensation for introducing clients to these third-party asset managers. Financial planning includes financial statement preparation, insurance planning, investment planning, retirement planning, and estate planning.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
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Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3M+ | 0.60% |
This fee schedule includes financial planning and consulting services. An alternative fee schedule for investment management services only is available: First $5,000,000: 0.55% per year; Above $5,000,000: 0.25% per year.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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