Tumolo Wealth Management provides investment advice tailored to clients' needs and objectives. This includes reviewing investment goals, recommending asset allocation strategies, and preparing written investment strategies. Tumolo Wealth Management may recommend a third-party money manager to manage client assets. They offer discretionary investment advisory services through managed account programs.
Assets Under Management$130M
Clients449
Advisors2
Avg. per Client$300K
Avg. per Advisor$67M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $750K | 1.30% |
| $750K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees are negotiable for accounts over $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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