Tolida Enterprises offers portfolio management services based on individual client goals and risk tolerance. They create an Investment Policy Statement for each client. They also offer financial planning covering investments, insurance, taxes, retirement, college, and debt. Additionally, they provide a free newsletter and a paid market timing service with recommendations on securities.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...