Jonathan Torrens is a CFP-designated registered investment advisor at Tcm Wealth Advisors, based in Fairlawn, OH, with 26 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 55 clients with $29M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
TCM also provides Variable Annuity Asset Allocation Advisory Services for clients that own variable annuity products. The annualized investment advisory fee is 1.50% and may be negotiable.
Fee Estimator
Location
66 South Miller Road, Suite 202, Fairlawn, OH, 44333
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jonathan is the President of Clear View Associates, LLC, an employee leasing company, since 2010. He spends a few hours per week managing payroll and employee benefits for TCM Wealth Advisors.
Employment History
Current Registrations
Tcm Wealth Advisors
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations1 state
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