Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $25.0M | 0.75% |
| $25.0M - $200.0M | 0.50% |
| $200.0M - $300.0M | 0.38% |
| $300M+ | 0.25% |
Fees may be negotiable based on client needs and relationship with Torray.
Fee Estimator
Fees for private accounts are based on a percentage of assets under management. The standard annual fee schedule is 1.0% on the first $5 million, 0.75% on the next $20 million, 0.50% on the next $175 million, 0.375% on the next $100 million and 0.25% on the balance. Torray reserves the right to negotiate different fees. The minimum account size is $250,000. Fees are computed and payable quarterly, in advance.
Areas of Practice
Advisor Information
Office location
7501 Wisconsin Avenue, Suite 750W, Bethesda, MD, 20814-6523
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Letitia is a Director of Client Relations and Marketing at Torray Investment Partners LLC, responsible for client communications and website maintenance. This investment-related activity takes up more than full-time hours.