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 $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fees may be negotiated.
Fee Estimator
You will pay an annual management fee based on the value of your portfolio, billed quarterly in advance. For example, the fee is 1.25% on the first $2 million, 1.00% on the next $3 million (up to $5 million), 0.80% on the next $5 million (up to $10 million), and 0.70% on amounts over $10 million. These fees may be negotiable. The advisor does not have any minimum requirements for opening or maintaining an account.
Areas of Practice
Advisor Information
Office location
13000 Sawgrass Village Circle, Building 9 Suite 48, Ponte Vedra Beach, FL, 32082
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 ActivitiesSells Insurance
Thomas works full-time for Coral Reef Advisors as a Registered Investment Advisor. He also sells various insurance products to residents of states where he holds an insurance license and works as a registered representative for Private Client Services, LLC.