Torrey Pines Investment Management (TPIM) offers investment advice, active portfolio management, and financial planning. TPIM creates customized investment strategies based on clients’ goals, risk tolerance, and financial situations. TPIM primarily invests in publicly traded stocks, ETFs, and municipal bonds, focusing on long-term growth and tax efficiency. TPIM provides services to high-net-worth individuals and charitable organizations.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees may be negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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