Tolley Financial Group Fees & Minimum

Overview

Headquarters: Raleigh, NC
Total Firm Assets: $122 million
Average High-Net-Worth Client Portfolio Size: $1.7 million

Fee Disclosure

Source: FORM ADV PART 2 (2026-08-11) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	1.25%
$1,000,001	$2,500,000	1.00%
$2,500,001	$5,000,000	0.75%
$5,000,001	$10,000,000	0.50%
$10,000,001	and above	0.25%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$12,500	1.25%
$5 million	$46,250	0.92%
$10 million	$71,250	0.71%
$50 million	$171,250	0.34%
$100 million	$296,250	0.30%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 43.52%
Number of High-Net-Worth Clients: 31
Total Client Accounts: 448
Discretionary Accounts: 448

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting

Regulatory Filings

SEC CRD Number: 302115

FORM ADV PART 2 (2026-08-11) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions

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