Toro Bravo Investment Advisors, LLC offers portfolio management tailored to individual client goals, pension consulting services for employee benefit plans, and financial planning covering investments, insurance, taxes, retirement, college, and debt. TBIA may use third-party investment advisors as sub-advisors and will monitor their performance. TBIA tailors programs for each client and may use model allocations based on client restrictions and needs.
Assets Under Management$32M
Clients154
Advisors2
Avg. per Client$210K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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