KT
CFA

Kenneth Steven Tomko

15 Years of Experience

Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
8 advisors
Number of Clients
685 clients
Average Client Portfolio
$241K average
Assets Under Management
$165.0M

Fee Structure

Minimum Investment:$100K
Financial Plan Fee:Up to $2,000
Hourly Rate:$100 - $200/hr

T2 Asset Management charges an asset-based fee, calculated as a percentage of managed assets, not exceeding 2.0%. Fees are negotiable based on account size and complexity. Fees are payable quarterly in advance. They may also charge an hourly fee of $100 to $200 for reviewing assets held away from the firm, depending on complexity. A fixed fee of up to $2000 may be charged for financial plans. A minimum account size of $100,000 is generally required, but may be waived at their discretion.

Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
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Advisor Information

Office location

1952 Mcdowell Rd, Suite 101, Naperville, IL, 60563

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
T2 Asset Management, LLC
May 2013 - Present · 12 yrs 8 mos
Previous Registrations
Asbury Investment Management LLC
February 2018 - April 2023 · 5 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2011 - June 2013 · 2 yrs 2 mos
Waddell & Reed, INC.
March 2010 - April 2011 · 1 yr 1 mo
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.