Thomas Marrollo
Thomas Marrollo is a registered investment advisor at Apogee Financial Services Group, INC., based in Moorestown, NJ, with 42 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, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 124 clients with $49M 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 | 1.25% |
| $500K - $750K | 1.15% |
| $750K - $1.0M | 1.05% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Location
74 East Second Street, Moorestown, NJ, 08057-0805
Get directionsHistory
Regulatory History (1)
Regulatory
June 2012Other Business Activities
Thomas works as a registered representative at PTS Brokerage, LLC, selling investment products since 2005. This takes about 10-20% of his time.
Employment History
Current Registrations
Apogee Financial Services Group, INC.
Previous Registrations
Pts Brokerage, LLCBroker
Commonwealth Financial NetworkBroker
Fsc Securities CorporationBroker
Ama Investment Advisers, INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
Ama Advisers, INC.Broker
Sav/vest Securities CorporationBroker
Psfs Discount Brokerage, INC.Broker
Charles Schwab & CO., INC.Broker
First Jersey Securities, 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.