Toro Financial Advisors provides investment management services, including selecting investments and managing portfolios based on client goals and risk tolerance. They also offer services to retirement plans, acting as either a limited scope advisor or an investment manager. Additionally, Toro Financial Advisors offers financial planning and consulting services, including full financial plans and assistance with individual financial topics.
Fee Structure
Toro Financial Advisors manages investments for an annual fee of up to 1.0%, which is negotiable. They may also use Synergy Asset Management, which charges additional fees. When using Synergy Asset Management, clients will pay an additional asset management fee based on the total assets under management with Synergy Asset Management, as well as an annual platform fee of $30, paid quarterly in advance. Additional investment strategist fees may also apply.