Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
372 clients
Average Client Portfolio
$427K average
Assets Under Management
$158.7M

Fee Structure

Minimum Investment:None
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.85%
$2.0M - $3.0M0.70%
$3.0M - $4.0M0.55%
$4M+0.40%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

909 Daviss St, Ste 500, Evanston, IL, 60201

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History

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.

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Other Business Activities

Thomas works as a CPA providing tax advisory services. This activity is not investment-related.

Employment History
Current Registrations
Advanced Portfolio Strategies
December 2021 - Present · 4 yrs 2 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Thomas Sneed - Financial Advisor | TrueAdvisor