Douglas Thorne, CPA, CFP   1-800-ADVISER ext. 1039         Oakland, California 

   
 

Thorne Asset Management Inc. 

Douglas Thorne, CPA, CFP


Office:
1611 Telegraph Avenue. Suite 1500
Oakland, California

1-800-ADVISER ext. 1039

     
    Call Doug at
    1-800-ADVISER
    ext. 1039

    Member of The 
    Financial Planning Association. 

     


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Services Available:
Financial Planning 
Money Management
Tax Services
Estate Planning
403(b) plans
Overview 
Douglas R. Thorne is the founding principal and President of Thorne Asset Management, a fee-only advisory firm providing financial planning, investment management and income tax services in the San Francisco area since 1987. Doug has over 20 years experience as a financial, estate, and income tax advisor, specializing in portfolio management and income tax planning. He serves on the board of the San Francisco Chapter of the Financial Planning Association. 

Thorne Asset Management mission is to help clients take control of their financial affairs so that they can achieve the highest possible degree of financial independence and security. Clients choose us because our personalized approach combines integrated financial planning with expert portfolio management. They stay with us because we attend to their immediate concerns and help them execute a disciplined strategy yielding excellent long-term results. Our clients have our absolute assurance that, above all else, we will put their needs first. 

Available Services
Financial Planning Services
Financial planning services are available based upon your specific financial situation and objectives. Services available include: asset allocation strategies, cash flow planning, retirement planning, educational funding planning, stock option exercise planning and recommendations summaries.

Portfolio Management
We begin the portfolio management process by establishing an investment policy statement that describes your goals and investment objectives. We analyze your assets and liabilities and review your cash flow requirements. We evaluate and monitor your investments and risk tolerance. We then recommend an asset allocation strategy. Once agreed, we implement and then monitor a portfolio strategy. 
Additional Information
References
References are supplied based upon the specific type of service you are looking for and upon request.
Account Minimums 
$250,000
Work Hours & Response Time
Regular Office Hours are from 9 to 5 (Pacific), Monday through Friday; will respond daily.
Pricing and Fees
Fees are based upon the specific service you desire. Our minimum annual retainer is $3,000. Portfolio management fees are charged based upon a percentage of assets. 

 Call Douglas Thorne, CFP, CPA at 1-800-ADVISER ext. 1039


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