Thomas Halsey
Thomas Halsey is a registered investment advisor at Integrated Financial Resources, INC., based in Toledo, OH, with 43 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 21 clients with $11M 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 | 1.20% |
| $500K - $1.5M | 1.00% |
| $1.5M - $3.5M | 0.80% |
| $3.5M+ | 0.60% |
Subject to a minimum fee of $500 per year. Fees for managed services may be negotiated in isolated instances. Fees may be discounted for up to one year based upon sales commissions received by representatives of IFR. Thus, fees may vary from client to client for similar services.
Fee Estimator
Location
7261 West Central Avenue, Toledo, OH, 43617
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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 ActivitiesSells Insurance
Thomas works as an investment representative at Integrated Financial Resources, Inc., dedicating nearly full-time hours. He also prepares income taxes for clients, spending about 10-20% of his time during tax season, and provides insurance services as an insurance agent at Concorde Insurance Agency.
Employment History
Current Registrations
Integrated Financial Resources, INC.
Previous Registrations
Concorde Asset Management, LLC
Concorde Investment Services, LLCBroker
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Questar Asset Management, INC.
Questar Capital Corporation
Questar Capital CorporationBroker
Washington Square Securities, INC.Broker
Sunset Financial Services, INC.Broker
Fortis Investors, INC.Broker
Amev Investors, INC.Broker
American United Life Insurance CompanyBroker
Aul Equity Sales CORP.Broker
Connecticut Mutual Financial Services, INC.Broker
Mutual Service CorporationBroker
Jefferson-Pilot Equity Sales, INC.Broker
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.