Torrey-Payne Wealth Management offers investment management, financial planning, and consulting services. They work with clients to identify their investment goals and create a portfolio allocation. Financial planning services are generally included for investment management clients, except for complex situations. They also offer estate planning coordination services. Jason Torrey-Payne is a registered representative of an unaffiliated broker-dealer, which creates a conflict of interest.
Assets Under Management$180M
Clients237
Advisors2
Avg. per Client$780K
Avg. per Advisor$92M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable based on factors like relationship size, householding, level of service, and trading activity. Employees and their family related accounts are charged a reduced fee for services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...