Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are charged based on a flat percentage using account value. Clients who contracted with the Advisor prior to December 19, 2023, are grandfathered under a different fee schedule.
Fee Estimator
Financial planning fees range from $200-$400 per hour, plus a $250 setup fee and $50 monthly fee for ongoing services. Investment management fees are based on a percentage of assets under management. Clients who signed agreements prior to December 19, 2023, have a different fee schedule. Consultation fees range from $200-$400 per hour, with a $5,000 minimum for Delaware Statutory Trusts (DSTs).
Areas of Practice
Advisor Information
Office location
22730 Fairview Center Dr, Suite# 150, Fairview Park, OH, 44126
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 an adjunct faculty employee at Lorain County Community College since May 2024. This takes about 10-20% of his time during the school year.