Toomey Investment Management, INC
Assets Under Management
$270.6M
Number of Clients
1,302
Number of Advisors
3
Average Client AUM
$208K
AUM per Advisor
$90.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Toomey Investment Management, Inc. (TIMI) offers model portfolio management using diverse and tactical asset allocation. They also provide pension consulting services including investment policy statement preparation, investment vehicle selection, performance monitoring, and employee communications. Financial planning services cover personal, tax, investment, insurance, retirement, death & disability, and estate matters.
Fee Structure
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.
Areas of Practice
Location
420 Center Street, 1st Floor, Wallingford, CT, 06492