Advisor at Toce Financial Group
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Andre Toce is a financial advisor at Toce Financial Group in Mandeville, LA, holding a Series 65 designation with nine years of industry experience. He has worked at Toce Financial Group since 2018 and previously at Fmsa from 2015 to 2018. Toce Financial Group provides investment advisory and financial planning services to individuals, high-net-worth individuals, foundations, and legal entities. The firm follows a low-cost, broadly diversified, index-oriented investment approach focused on long-term goals, asset allocation, and tax-aware management, while also offering active fundamental value analysis and custom stock portfolios upon client request.
Based on Toce Financial Group
Account minimum: $5,000 Minimum fee: $25 per quarter minimum fee Fee-only: Flat fee of $500 for financial planning (charged quarterly at 25% per quarter)
Mandeville, LA
Louisiana
Toce Financial Group
2018 - Present (8 years)
Fmsa
2015 - 2018 (3 years)
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