Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
For investment management services, fees range from 0% to 1.50% annually, based on assets managed, account types, and the advisory service selected. Fees are billed quarterly in arrears. Financial consulting services are charged hourly, ranging up to $350/hour. Fees are negotiable and can be waived or varied at the firm's discretion. Clients may also incur additional fees such as custodial fees, transaction costs, and fund expenses.
Areas of Practice
Advisor Information
Office location
1350 Old Freeport Rd. #2BF, Pittsburgh, PA, 15238
Get directionsRegulatory History
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.
Learn about disclosures →Other Business Activities
Thomas is a director of Win-Sum Ski Corp, a year-round resort in Ellicottville, NY, since 1999. He spends minimal time on this activity, possibly even less during securities trading hours.