Tomoro LLC is a registered investment advisory firm based in New Jersey that offers personalized discretionary and non-discretionary investment management and comprehensive financial planning services. Tomoro tailors its investment strategies to each client's specific goals, utilizing a wide range of investments including mutual funds, exchange-traded funds, individual stocks and bonds, municipal securities, options, and alternative investments. In addition to portfolio management, Tomoro provides comprehensive financial planning covering retirement, tax strategies, estate planning, cash flow, business succession, and insurance needs. Tomoro also works with qualified retirement plans such as 401(k)s and can recommend external money managers or securities-backed lines of credit when appropriate.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.80% |
The annual investment management services fee ranges up to 1.80%. Fees are negotiable based on the size and nature of the relationship, services rendered, and complexity.