Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
All relationships are subject to a minimum annual fee of $3,000, which is billed in advance on a monthly basis.
Fee Estimator
Investment management fees are based on a percentage of your assets (see table). There is a $3,000 minimum annual fee, billed monthly. Financial planning fees range from $250 to $400 per hour, or a fixed fee can be estimated. Employee benefit retirement plan services also have fees based on assets under advisement (see table).
Areas of Practice
Advisor Information
Office location
852 Cambridge Blvd, Suite 100, O'Fallon, IL, 62269
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 partner at Kerber, Eck & Braeckel LLP since 2005, dedicating about a quarter of his time to operating and overseeing firm duties. He also participates in church functions for Holy Family Catholic Church as part of the finance committee, spending minimal time on this activity.