Thomas Limborg is a CFP-designated registered investment advisor at Quarry Hill Advisors, based in Saint Paul, MN, with 1 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 203 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Quarry Hill Advisors manages investment portfolios for a fee based on a percentage of the assets they manage, up to 1% per year. The fee is calculated quarterly and paid in advance. The fee is tiered, meaning the percentage you pay may decrease as the value of your portfolio increases. The annual fees are negotiable. If you have assets held in an annuity product, those assets will be billed separately at a flat rate that will not exceed 1% annually.
Location
550 Vandalia Street, Suite 311, Saint Paul, MN, 55114
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Quarry Hill Advisors
State Registrations1 state
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