Trombley Associates manages investment portfolios and offers financial planning services. They work with third-party asset managers to create tailored portfolios based on client goals and risk tolerance. Investment strategies range from income with capital preservation to aggressive growth. Financial planning is available as part of asset management or separately, covering retirement, education, insurance, estate, investment, and divorce planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.75% |
Fees are negotiable for accounts over $3,000,000. Fees charged by Trombley Associates generally do not exceed 1.25%, fees charged by Third Party Money Managers generally do not exceed 1.10%. The total fee charged is based on the scope and complexity of an account as well as the amount of time or expertise required. The total combined fee will not exceed 2%.