Tolley Financial Group manages investment portfolios based on clients' individual needs and goals. They also offer financial planning services, which include evaluating a client's current and future financial state to predict future cash flows and asset values. Financial planning covers areas like business planning, cash flow and debt management, college savings, employee benefits, estate planning, insurance, investment analysis, retirement planning, and tax planning strategies.
Assets Under Management$120M
Clients192
Advisors1
Avg. per Client$630K
Avg. per Advisor$120M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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