Thomas Schwalbe
Thomas Schwalbe is a registered investment advisor at Fund Advisors of America INC, based in Orlando, FL, with 5 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, Investment Management, Retirement Planning. Their firm serves 585 clients with $150M 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 $100K | 2.25% |
| $100K - $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.50% |
Fees negotiable for accounts over $1,000,000.
Fee Estimator
Location
1800 Pembrook Drive, Suite 300, Orlando, FL, 32810
Get directionsHistory
Regulatory History (1)
Criminal
May 2012Other Business Activities
Thomas is the sole owner and employee of Icon Security Consulting, LLC, which provides security services to government personnel. The contract work is intermittent, and when Thomas is on assignment, he is generally unavailable during business hours.
Employment History
Current Registrations
Fund Advisors of America INC
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.