Throckmorton Advisors offers ongoing portfolio management based on individual client goals and risk tolerance. They create an investment policy statement for each client. They also offer financial planning covering investments, insurance, taxes, retirement, college, and debt. Throckmorton generally limits its investment advice to mutual funds, equities, ETFs and commodities.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Throckmorton Advisors charges qualified clients an annual fee of 2.00% of the value of your portfolio, plus 20.00% of any increase in value. This is known as a performance-based fee. Fees are negotiable.
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