A complete list of active advisors currently associated with Touchstone Financial Planning
Warmer can help you find a great advisor at Touchstone Financial Planning or one who fits your needs even better.
Touchstone Financial Planning serves pooled investment vehicles and other institutional clients rather than individual retail investors. Its Form ADV Part 2 describes advisory services focused on managing pooled or institutional assets and the related reporting and compliance obligations for those clients. The brochure indicates the firm provides discretionary management for pooled/institutional mandates and describes its investment methods and risks in the sections covering methods of analysis and investment discretion. It also discloses that certain services are billed on an hourly basis rather than by a percentage of assets and explains its compensation arrangements in the fees section. Both the use of hourly billing and the absence of percentage-of-AUM fees are uncommon among investment managers, and Touchstone’s Form ADV highlights that combination as a feature of its practice. The brochure also includes disclosures on performance-fee considerations and custody, and the firm’s explicit focus on pooled/institutional clients with no retail clients listed indicates a narrower client-type emphasis than many peers.
To learn more about the advisors currently working at Touchstone Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Torrance, CA
| 25
|
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