| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $25.0M | 1.00% |
| $25M+ | 0.75% |
Winter Park, FL
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Thomas is the President and Owner of Adaptive Solutions Consulting Inc, a consulting and recruiting business, since March 2018. Although the LLC remains active, Thomas is currently not devoting any time to this business.