Toomey Investment Management (TIMI) offers investment management using model portfolios, pension consulting services, and financial planning. For investment management, TIMI uses diverse and tactical asset allocation. Pension consulting includes investment policy statement preparation, selection of investment vehicles, monitoring of investment performance, and employee communications. Financial planning covers personal finances, tax and cash flow, investments, insurance, retirement, death and disability, and estate planning.
Fee Structure
Toomey Investment Management's fees for investment management are based on a percentage of the value of your portfolio, ranging from 0.40% to 2.00% per year. The specific fee is negotiable and depends on factors like the complexity of your situation and the amount you invest.