Tonjes Financial Group provides financial planning and investment management services tailored to individual client goals. Services include investment management, retirement planning, education funding, tax strategy, estate planning coordination, insurance analysis, and budgeting. Tonjes Financial Group may engage Advyzon Investment Management LLC (AIM) to manage assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.70% |
All services (both investment management and comprehensive financial planning) are included under this unified fee. AIM receives an annual Program Fee of 0.20% of your assets under management in the Program, which is included in the total investment management fee. Strategist fees range between 0.00% and 1.00% annually of your account assets(s) in the model portfolios, depending on strategist and model selected. AIM receives a maximum annual administration fee of 0.10% and a maximum annual trading fee of 0.15% of your Account(s) in the model portfolios, which are included in the total investment management fee. The annual Personalized Index Fee is 0.20% of the average daily balance in your included accounts. Tonjes Financial Group will never charge an effective rate over 2.50%.