Tolton Asset Management offers investment management and advice to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and small businesses. Advice is provided through consultations, which may include discussions of all aspects of the client’s financial life and goals. Tolton Asset Management also provides assistance on a personal level to assist clients with management of their home and surroundings and to be available for personal assistance and emergencies as needed. The client makes the final decision on investment selection.
Fee Structure
Tolton Asset Management calculates its advisory fees as a percentage of the value of your investments. The annual fee ranges from 0.25% to 2.0% of the value of your portfolio. There may be different fee percentages for different types of assets. An initial account set up fee may also be charged, up to $500 per account.