CT

Christos John Thomas

13 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
33 advisors
Number of Clients
803 clients
Average Client Portfolio
$8.4M average
Assets Under Management
$6.7B

Fee Structure

Minimum Annual Fee:$20,000
Hourly Rate:$125 - $350/hr

Simon Quick charges an annual investment advisory fee based on a percentage of the market value of assets under management or a fixed fee. Fees are negotiable based on factors like asset value and complexity. The firm maintains a minimum annual fee of $20,000, which may be reduced or waived at their discretion. Financial planning and consulting services are offered on a stand-alone basis with negotiable fees. Bill-pay and bookkeeping services range from $125 to $350 per hour and are also negotiable.

Areas of Practice
Investment ManagementFinancial Planning & CoachingTax PlanningEstate Planning
Loading...

Advisor Information

Office location

360 Mount Kemble Avenue, Morristown, NJ, 07960

Get directions
Regulatory History (5)
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.
Judgment / Lien
June 2014
Judgment / Lien
September 2013
Judgment / Lien
July 2013
Judgment / Lien
August 2012
Judgment / Lien
October 2010
Other Business Activities

Christos teaches classes in hedge funds, portfolio management, and alternative investments at the New York Institute of Finance. He spends minimal time on this activity, teaching about 2 days per quarter depending on the class schedule.

Employment History
Current Registrations
Simon Quick Advisors, LLC
March 2015 - Present · 10 yrs 10 mos
Previous Registrations
Lehman Brothers INC.
October 2005 - February 2008 · 2 yrs 4 mos
Banc of America Capital Management, LLC
May 2005 - October 2005 · 5 mos
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.