Torren Management is a registered investment advisor founded in November 2023 and based in San Diego, California. The firm provides discretionary investment management and financial planning services on a fee-only basis. Torren Management tailors its investment strategies to each client's individual objectives, typically utilizing mutual funds, exchange-traded funds, individual stocks and bonds, and independent managers. In addition to core investment and planning services, the team can coordinate with external professionals for tax, estate, and insurance needs. Torren Management primarily serves individuals, high-net-worth clients, businesses, and charitable organizations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $40.0M | 0.45% |
| $40.0M - $70.0M | 0.35% |
| $70.0M - $100.0M | 0.30% |
| $100.0M - $200.0M | 0.25% |
| $200M+ | 0.25% |
Fees for assets over $200 million are negotiable. Torren Management may charge different fees or waive minimums based on various criteria.