TOR Wealth offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, businesses, retirement plans, and pooled investment vehicles. TOR Wealth creates customized investment strategies using low-cost, diversified mutual funds and exchange-traded funds (ETFs). Financial planning services are offered on an hourly, fixed fee, or ongoing annual fee basis. TOR Wealth also provides family office services and retirement plan advisory services.
Assets Under Management$81M
Clients58
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$81M
Fee Structure
Minimum Investment:$300K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.30% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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