Togwotee CIO offers custom investment portfolio management on a discretionary basis, tailoring its services to each client's individual needs. Togwotee CIO uses a strategic and tactical allocation strategy aimed at reducing risk and increasing performance. The firm may use various investments, including stocks, bonds, ETFs, and mutual funds. Togwotee CIO does not provide portfolio management services to bundled fee programs.
Assets Under Management$190M
Clients13
Advisors1
Avg. per Client$15M
Avg. per Advisor$190M
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
Togwotee CIO charges an annual management fee based on the value of your portfolio, payable quarterly. The fees range from 0.40% to 1.0% per year, depending on the investment strategy and the size of your account. These fees may be negotiable.
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