Olde Towne Financial Management Co. manages investment portfolios based on each client's individual needs and goals. They develop a personal investment policy and manage a portfolio based on that policy. OTFMC also offers financial planning, which involves evaluating a client's current and future financial state to predict future cash flows and asset values. The client decides whether to act upon recommendations.
Assets Under Management$19M
Clients36
Advisors1
Avg. per Client$530K
Avg. per Advisor$19M
Fee Structure
Olde Towne Financial Management Co. manages investment portfolios based on your individual needs. The fees for this service are outlined in Item 5 of the brochure, but the brochure does not include a fee schedule.
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