Thomas Foushee is a registered investment advisor at Silver Oak Securities, INC., based in Fairlawn, OH, with 19 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 8,671 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Silver Oak Securities offers investment management through its Compass and AdvisorFX programs. The advisor fee is negotiable, with a maximum of 2% of assets. In addition to the advisor fee, there is a platform fee that includes a flat $45 per year and an asset-based fee between 0.08% and 0.15% for Compass accounts, and 0.20% for AdvisorFX accounts. Fees are billed quarterly or monthly, either in arrears or in advance. The platform fee covers access to account data, performance reporting, and other services.
Location
822 Kumho Drive, Suite 300, Fairlawn, OH, 44333
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas works full-time at Edgetech Analytics since 2007, providing investment analysis software. He also owns Foushee's Artisan Woods LLC, a woodworking arts and crafts business, since 2018.
Employment History
Current Registrations
Silver Oak Securities, IncorporatedBroker
Scofield & Company, LLC
Previous Registrations
Securities Service Network, INC.Broker
State Registrations1 state
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