Torre Financial offers personalized investment advice, primarily to individuals. Accounts are managed individually, considering clients' income needs, tax situations, and long-term goals. Torre Financial invests primarily in liquid securities like common stock and exchange-traded funds. The firm also publishes a newsletter with market news and equity research.
Assets Under Management$23M
Clients34
Advisors1
Avg. per Client$680K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
Fees may be negotiable in particular circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...