TIMI's fees vary based on the service provided. Individual model portfolio management fees range from 0.40% to 2.00% annually, based on assets under management. Pension consulting fees range from 0.40% to 2.95% of plan assets annually, or can be charged hourly ($50-$400/hour) or as a fixed fee ($1,000-$5,000). Financial planning fees are either hourly ($50-$400/hour) or fixed ($500-$5,000), depending on the client's circumstances. Fees are negotiable and may be discounted for family/friends of associated persons.
420 Center Street, 1st Floor, Wallingford, CT, 06492
Get directionsBrendan prepares tax returns as a self-employed individual for about 30 hours per week from January to April. He also spends minimal time per month on fixed insurance through Toomey Investment Management.