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How does the advisor help clients – Key Takeaways:
Facts and Insights:
- The company’s registered name is THOMAS & COMPANY LLC.
- THOMAS & COMPANY LLC was founded in 1995.
- The company has a team of experienced financial advisors who are dedicated to helping clients achieve their financial goals.
- Their mission is to provide personalized and comprehensive financial planning services to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| As of 2021 | |
|---|---|
| Assets Under Management | $500 million |
| Number of Advisors | 10 |
| Time in Business | 26 years |
Financial Services Offered:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
Client Types:
- Individuals
- Families
- Small business owners
- Corporate executives
Fees & Compensation:
THOMAS & COMPANY LLC follows a fee-only compensation structure, meaning they do not receive any commissions or other forms of compensation from the products they recommend. They believe this allows them to provide unbiased and objective advice to their clients.
Background:
THOMAS & COMPANY LLC was founded by John Thomas, a Certified Financial Planner with over 30 years of experience in the financial industry. He is supported by a team of highly qualified and experienced financial advisors who work together to provide the best service for their clients.
Financial Advisor Disclosures to Know:
THOMAS & COMPANY LLC is a registered investment advisory firm, meaning they are held to a fiduciary standard. This means they are legally obligated to act in their clients’ best interests at all times. Additionally, they have a clean record with no disciplinary actions or sanctions reported.