Tolley Financial Group provides personalized investment management and comprehensive financial planning for individuals, high net-worth individuals, and retirement plans. Founded in 2016 and based in Raleigh, North Carolina, the firm is led by Thomas Jacob Tolley. Tolley Financial Group designs customized investment portfolios based on each client's specific goals, risk tolerance, and time horizon, utilizing fundamental and technical analysis. In addition to portfolio management, Tolley Financial Group offers financial planning covering retirement, business consulting, cash flow, college savings, employee benefits, estate planning, insurance, and tax strategies. The firm also assists with Delaware Statutory Trusts and tax-deferred real estate exchanges. Tolley Financial Group operates as a registered investment advisor legally required to act in your best interest.
Fee Structure
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 and paid quarterly in advance.