Toyer Investment Advisors offers financial planning services covering cash flow, debt management, retirement, risk management, education, tax, and estate planning. They also provide ongoing portfolio management services, creating customized portfolios based on client objectives and risk tolerance. Toyer Investment Advisors manages portfolios on a discretionary or non-discretionary basis.
Assets Under Management$5M
Clients70
Advisors1
Avg. per Client$71K
Avg. per Advisor$5M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.60% |
Fees may be negotiated. The firm may aggregate accounts for the same individual or household to discount the asset-based fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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