Toner Asset Management Group, Inc.

Toner Asset Management Group, Inc. is a financial advisory firm based in Virginia Beach, Virginia, established in 2002 by Troy Toner. The firm offers a range of investment advisory services to individuals and other clients, including investment supervisory and financial planning & consulting services. As a fiduciary, the firm is committed to acting in the best interests of its clients. Toner Asset Management Group, Inc. requires a minimum account balance of $2,000,000 for its Investment Supervisory service, with fees not exceeding 1.00% annually. The firm charges flat fees for financial planning and consulting services, with annualized fees not exceeding $25,000 for individuals and $125,000 for businesses. The firm manages $61,083,964 on a discretionary basis as of 12/31/2022. Clients' assets are held at TD Ameritrade, with whom the firm participates in the Institutional program. The firm's investment strategies include long-term purchases, margin transactions, options, covered calls, and short sales. Troy Toner, the President & Chief Compliance Officer, oversees the firm's operations and holds an MBA in Finance. The firm does not charge performance-based fees and has no disciplinary history. Clients can request a full copy of the firm's Brochure for more detailed information.