Thomas Andersen
Thomas Andersen is a registered investment advisor at Evolution Wealth Management INC., based in Marco Island, FL, with 8 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Retirement Planning, and 1 more. Their firm serves 189 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Evolution Wealth Management (EWM) manages investments through its Wrap Fee Program. Clients pay either a percentage of their portfolio or a fixed annual fee.
- Asset-based fee: Up to 2.00% of the portfolio's value, billed monthly.
- Fixed fee: Typically ranges from $80,000 to $100,000 per year, billed quarterly or monthly in advance. Reserved for clients with over $10,000,000 in assets under management.
The wrap fee covers investment advice, custodial services, and transaction costs. Additional fees and expenses, such as mark-ups, taxes, and internal management fees for mutual funds and ETFs, are not included.
Location
606 Bald Eagle Dr, Suite 602, Marco Island, FL, 34145
Get directionsHistory
Regulatory History (1)
Financial
November 2016Other Business ActivitiesSells Insurance
Thomas is the owner of Andersen Harrison Insurance, selling fixed insurance products since 2021, dedicating nearly full-time hours to this. He also owns Learn 2 Grow, Inc. since 2023, spending a few hours per week promoting financial education for senior citizens.
Employment History
Current Registrations
Evolution Wealth Management INC.
Previous Registrations
Bison Wealth, LLC
Truadvice LLC
Retirement Wealth Advisors, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.