Thomas Ricketts
Thomas Ricketts is a CFA-designated registered investment advisor at Evolutionary Tree Capital Management, LLC, based in Alexandria, VA, with 23 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 55 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.95% |
| $5.0M - $25.0M | 0.80% |
| $25.0M - $50.0M | 0.60% |
| $50M+ | 0.50% |
Fees for larger institutional, registered fund, and private fund clients may be subject to negotiation.
Fee Estimator
Location
1199 North Fairfax Street, Suite 801, Alexandria, VA, 22314
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Evolutionary Tree Capital Management, LLC
Previous Registrations
Sands Capital Management, LLC
Sands Capital Management, LP
State Registrations1 state
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