Christos Thomas is a registered investment advisor at Simon Quick Advisors, LLC, based in Morristown, NJ, with 13 years of industry experience. Christos operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 939 clients with $7.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Simon Quick's investment advisory fee is based on a percentage of the market value of your portfolio or a fixed fee. Fees are negotiable based on factors like asset value and complexity. There is a $20,000 minimum annual fee, which may be reduced or waived at Simon Quick's discretion. The fee includes investment advisory services and, if requested, financial planning. Additional fees may apply for extraordinary planning services. If you engage Simon Quick to provide Investment Consulting services, the maximum fee is 1.00% per year.
Location
360 Mount Kemble Avenue, Morristown, NJ, 07960
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Regulatory History (5)
Judgment / Lien
June 2014Judgment / Lien
September 2013Judgment / Lien
July 2013Judgment / Lien
August 2012Judgment / Lien
October 2010Other Business Activities
Christos teaches classes in hedge funds, portfolio management, and alternative investments at the New York Institute of Finance. He spends minimal time on this activity, teaching about 2 days per quarter depending on the class schedule.
Employment History
Current Registrations
Simon Quick Advisors, LLC
Previous Registrations
Lehman Brothers INC.
Banc of America Capital Management, 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.