Fees are based on assets under management (AUM) or a fixed dollar amount, as negotiated. The maximum annual fee for WealthTrust DBS Strategies is 1.25%. Discretionary accounts have a maximum AUM fee of 1.25%, while non-discretionary accounts have a maximum of 1.55%. Fees may be negotiable. Financial planning fees range from $150-$250 hourly or a flat fee of $1,000-$5,000. Retirement plan advisory services are negotiated. Consulting services for wealth management are charged at 1% of assets.
4458 Legendary Dr., Suite 140, Destin, FL, 32541
Get directionsThomas owns real estate, including the office building and a hotel, and has ownership stakes in several holding companies and LLCs. He also serves on the investment committee for St. Xavier High School, reviewing outside investment advisors, and is a co-trustee.