Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
11 advisors
Number of Clients
1,242 clients
Average Client Portfolio
$516K average
Assets Under Management
$641.4M

Fee Structure

Hourly Rate:$200 - $300/hr

Advisory fees are typically based on a percentage of assets under management (AUM). Hourly analysis, audit fees, and retirement plan administration fees may be billed separately under different agreements. The sample fee schedule provided is for illustrative purposes only, and actual fees may vary for each Investment Adviser Representative (IAR). However, in no cases will the maximum fee charged to a client at any level exceed 0.80% (8/10 of 1%). A retainer agreement has a minimum fee of $1,000 billed at a rate of $200 per hour. The hourly rate for limited scope engagements is $300.

Areas of Practice
Investment ManagementRetirement PlanningEstate Planning
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Advisor Information

Office location

Dunedin, FL

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Thomas is a trustee for the Francis Masser Charitable Trust, requiring about 10-20% of his time. He is also a minority shareholder in Roy's Boys, LLC, a real estate investment company, but devotes minimal time to this activity.

Employment History
Current Registrations
Alexander Investment Services CO.
April 2022 - Present · 3 yrs 9 mos
Alexander Investment Services CO. Broker
February 1987 - Present · 38 yrs 11 mos
Alexander Investment Services CO.
February 1987 - Present · 38 yrs 11 mos
Previous Registrations
Olde Discount CorporationBroker
May 1985 - February 1987 · 1 yr 9 mos
State Registrations8 states
FLILINKYNCOHPATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.