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Thomas William Laundrie

41 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
3 advisors
Number of Clients
66 clients
Average Client Portfolio
$514K average
Assets Under Management
$33.9M

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only

The advisory fee is calculated as a percentage of assets under management, up to 2% annually. The firm does not have a fixed fee schedule, but considers account size, investment objectives, and services required when determining the fee. Fees may be collected directly from client accounts or invoiced and billed directly to the client monthly or quarterly in arrears.

Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
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Advisor Information

Office location

3 West Garden Street, Suite 407, Pensacola, FL, 32502

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Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
April 2009
Final
Customer Dispute
January 2003
Settled
Customer Dispute
August 1993
Settled
Employment History
Current Registrations
Benjamin Securities, INC.
August 2015 - Present · 10 yrs 5 mos
Benjamin Securities, INC.
June 2009 - Present · 16 yrs 7 mos
Benjamin Securities, INC. Broker
June 2009 - Present · 16 yrs 7 mos
Previous Registrations
Grant Bettingen, INC.Broker
February 2009 - June 2009 · 4 mos
Basic Investors INC.Broker
March 2000 - October 2008 · 8 yrs 7 mos
Institutional Equity CorporationBroker
March 1988 - February 2000 · 11 yrs 11 mos
Madison Chapin Assocs., INC.Broker
September 1987 - January 1988 · 4 mos
Brean Murray, Foster Securities INC.Broker
June 1986 - September 1987 · 1 yr 3 mos
East Coast Securities Group, INC.Broker
March 1986 - July 1986 · 4 mos
First United Fund,ltd.Broker
December 1983 - June 1986 · 2 yrs 6 mos
State Registrations6 states
CACOFLNCNJNY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Thomas William Laundrie - Financial Advisor | AdvisorDiscover