• Registered Investment Advisor (RIA)
  Thorne Asset Management complies with all California codes, guidelines, regulations, requirements, rules, and statutes related to investment professionals who charge a fee for their services.
   
• Certified Financial Planner (CFP)
  Douglas Thorne has met the educational, experiential, ethical requirements of the Board of CFP. He has passed examinations in investment, tax, estate, retirement, and insurance planning and maintains his certification through continuing education.
   
• Certified Public Accountant (CPA)
  Mr. Thorne is a licensed tax and accounting specialist. He has passed examinations demonstrating mastery in all aspects of tax and accounting. He maintains his California CPA license through continuing education concerning tax law revisions, accounting and planning techniques, and practice management.
   
• Board and Society Membership
  Mr. Thorne is an active member and former Treasurer on the Board of Directors of the Financial Planning Association, San Francisco Chapter. He also served as the Treasurer of the Marin Community Clinic and the Oakland Yacht Club. He has served on the Finance Committee of the St. Francis Yacht Club and currently serves on the Membership Committee.  In addition to meeting membership qualifications for the Financial Planning Association (FPA) he has endorsed its ethical conduct code. He participates in professional development programs sponsored by the California Society of CPAs, The San Francisco Chapter of the Financial Planning Association, and regional and national conferences designed to update and improve his skills.

Thorne Asset Management, Inc. is an independent firm founded in 1987 that provides fee-only financial planning services.

FEE SCHEDULE

Our fees are based on the net asset value of the assets we manage for clients. Fees are assessed and billed at the end of each quarter at 25% of the annual rate according to the following schedule:

• 1.25% of the first $200,000
• 1.00% of assets over $200,000 and less than $500,000
• 0.75% of assets over $500,000 and less than $1,000,000
• 0.25% of assets over $1,000,000

Minimum account size is $750,000 or annual retainer of $7,375.00

Fees are negotiable and may be discounted for those clients who use their own accountants for tax preparation.