Thomas Koleski is a CFP-designated registered investment advisor at Cedar Capital, LLC, based in Glen Ellyn, IL, with 16 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 98 clients with $76M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Both the minimum assets under management and advisory fees are negotiable. The maximum annual fee charged for investment management will not exceed 1.25%.
Fee Estimator
Location
Glen Ellyn, IL
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Cedar Capital, LLC
Previous Registrations
Good Harbor Financial
Foreside Fund Services, LLCBroker
Northern Lights Distributors, LLCBroker
Claymore Advisors, LLC
Claymore Securities, INC.Broker
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.