Thomas Nardozzi is a CFP-designated registered investment advisor at Perpetual Wealth Advisors, L.L.C., based in Waxhaw, NC, with 18 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 44 clients with $92M 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 $500K | 0.92% |
| $500K - $1.5M | 0.76% |
| $1.5M - $5.0M | 0.64% |
| $5.0M - $25.0M | 0.48% |
| $25M+ | 0.24% |
Alternate fee schedules may be arranged for assets that have limited control or choice of investment.
Fee Estimator
Location
Waxhaw, NC
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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 →Other Business Activities
Thomas is a tax preparer and has engaged in financial planning education activities as a CFP instructor. He plans to devote about 10-20% of his time to these activities.
Employment History
Current Registrations
Perpetual Wealth Advisors, L.L.C.
State Registrations5 states
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