Torren Management offers investment management services where they make investment decisions for you, and financial planning services on an hourly or fixed-fee basis. They help clients with investment and non-investment related matters, including estate planning and insurance planning. Torren Management may recommend other professionals, but clients are not obligated to use them.
Assets Under Management$330M
Clients6
Advisors4
Avg. per Client$56M
Avg. per Advisor$83M
Fee Structure
Minimum Investment:$3M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $40.0M | 0.45% |
| $40.0M - $70.0M | 0.35% |
| $70.0M - $100.0M | 0.30% |
| $100.0M - $200.0M | 0.25% |
| $200M+ | 0.25% |
Fees are negotiable for accounts over $200,000,000. Registrant, in its discretion, may charge a lesser or higher investment advisory fee, charge a flat fee, waive applicable minimum asset or minimum fee levels, waive its fee entirely, or charge fee on a different interval, based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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