Tomasetti Investment Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$59,249,115
Clients
47
55% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
47
HighAverage account size
$1,260,619
About
Tomasetti Investment Group, LLC is a Massachusetts-registered, single-advisor firm that provides fee-based investment supervisory services and financial planning to individuals, trusts, and company profit-sharing plans. The firm manages approximately $60.6 million in discretionary assets for about 47 clients and generally operates as a solo practitioner.
Portfolios are custom-managed using an asset allocation framework with an index and/or value orientation, implemented on a discretionary basis to reflect each client’s objectives and risk tolerance. TIG may employ a broad range of instruments — including stocks, bonds, mutual funds, ETFs, options, margin and short sales when appropriate — and clients may impose restrictions on specific securities or sectors.
The principal is a CFP® with prior experience managing a private investment partnership and also holds a Massachusetts insurance producer license, recommending and selling insurance as an adjunct to financial planning — a combination that is uncommon among independent solo firms. TIG’s work with pension and profit-sharing plan clients is also atypical for its peer group, and the firm maintains client assets with an independent custodian while conducting ongoing reviews of accounts.
Client services
Financial planning
Portfolio management
Expertise
Passive / index investing
Fee options
Fixed fees charged per engagement for Financial Planning Services; fee disclosed in engagement letter prior to work
$0 - $999,999: 1.50% $1,000,000 - $1,999,999: 1.00% $2,000,000 - $3,999,999: 0.75% $4,000,000+: 0.60%
Hourly fees charged for Financial Planning Services; fee disclosed in engagement letter prior to work
Account minimum: $750,000
Main office location
Tomasetti Investment Group, LLC
75 Second Avenue, Suite 605
Needham MA 02494, United States
Number of offices
1
Most active in
Tomasetti Investment Group, LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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