|
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.
|
|
E-mail
Doug
Click
here |
|
Visit
Doug's Web Site
Click
here |
|
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 |
|
Click Here to
go Back to the 1-800-ADVISER Home Page |
|
|