Tonya R Bains is a registered investment advisor offering investment management and financial planning services. Financial planning covers investment planning, risk management, estate planning, retirement planning, and divorce analysis. Tonya R Bains tailors services to individual client needs and coordinates with other professionals like accountants and lawyers. Clients can impose reasonable restrictions on investments.
Assets Under Management$3.4M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$3.4M
Fee Structure
Minimum Investment:$1.5M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.25% |
| $500K - $1.0M | 2.15% |
| $1.0M - $1.5M | 2.05% |
| $1.5M - $2.0M | 1.95% |
| $2.0M - $3.5M | 1.85% |
| $3.5M+ | 1.75% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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