TC

Thomas James Claud

4 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
9 advisors
Number of Clients
43 clients
Average Client Portfolio
$8.4M average
Assets Under Management
$360.2M

Fee Structure

Financial Planning:Included in AUM fee
Financial Plan Fee:$0 - $15,000
Hourly Rate:$125 - $500/hr

Fees vary depending on the service. For Unified Managed Accounts and non-UMA asset management, fees range from 0.50% to 2.00% per year, depending on account size and complexity. Financial planning fees can be hourly ($125-$500/hour) or fixed (typically $0-$15,000, but can exceed $100,000). Family office fees are hourly ($125-$500/hour), fixed ($0-$35,000, but can exceed $100,000), or a bundled annual rate (0.50% to 2.00% of assets). Trading costs may vary from 0.02% to 0.15%. All fees are negotiable.

Areas of Practice
Investment ManagementFinancial Planning & CoachingEstate PlanningHigh Net Worth
Loading...

Advisor Information

Office location

23 Inverness Parkway, Birmingham, AL, 35242

Get directions
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.

Learn about disclosures →
Employment History
Current Registrations
Oneascent Family Offices
November 2022 - Present · 3 yrs 2 mos
Oneascent Financial Services LLC
April 2022 - Present · 3 yrs 9 mos
Oneascent Wealth Management
April 2022 - Present · 3 yrs 9 mos
Previous Registrations
Holland Advisory Services, INC.
May 2015 - September 2016 · 1 yr 4 mos
State Registrations1 state
AL
Advisor
Exams
No exam information available for this advisor.
Thomas James Claud - Financial Advisor | AdvisorDiscover