Thomas Vendryes
Thomas Vendryes is a registered investment advisor at Eagle Financial Advisors, LLC, based in Plano, TX, with 13 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 373 clients with $87M 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 $150K | 2.00% |
| $150K - $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Client management fees may be negotiated as a fixed percentage versus the tiered schedule above and will not exceed the fee schedule above.
Fee Estimator
Location
Plano, TX
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2010Other Business ActivitiesSells Insurance
Thomas owns Silver Tree Financial LLC, where he provides health insurance, fixed index annuities, and life insurance to non-CLA clients, dedicating a few hours per week. He also owns Sano Property Holding LLC, retaining properties for resale, spending minimal time on this activity, and works as an insurance agent for Eagle Financial Group, marketing fixed annuities and fixed life insurance products for about a quarter of his time plus a few hours per week.
Employment History
Current Registrations
Eagle Financial Advisors, LLC
Previous Registrations
Park Avenue Securities LLC
State Registrations2 states
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.