Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Management service fees are up to 1.85% based on investment types, relationship size, reporting requirements, and portfolio restrictions. Fees may be negotiable. Financial planning and consulting fees are hourly ($150-$400/hour) or fixed. Ongoing financial planning fees range up to $15,000 per quarter. Retirement plan advisory fees are up to 1.25% annually.
Areas of Practice
Advisor Information
Office location
Wayne, PA
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 dually registered as an Investment Advisor Representative with two firms. He also owns rental property, dedicating minimal time to rent collection, maintenance, marketing, and property management.