Toams Financial offers investment advice to individuals and high net worth individuals. They create customized investment strategies based on your goals, risk tolerance, and financial situation. They manage investments using individual stocks and exchange-traded funds (ETFs). Toams Financial also provides financial planning services, either as part of investment management or as a separate agreement, covering areas like retirement, estate planning, and education savings.
Fee Structure
Toams Financial's investment management fees are based on the value of your portfolio and are charged monthly, in advance. The annual fee can be up to 2.50% of your portfolio, depending on the complexity of the services, the amount of assets managed, and your overall relationship with Toams Financial. Fees may be negotiable.