Thomas Reynolds
Thomas Reynolds is a CFP-designated registered investment advisor at Private Client Services, LLC, based in Osprey, FL, 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
Osprey, FL
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2011Customer Dispute
February 2004Other Business Activities
Thomas is involved in several business activities, including being an RIA at VestGen Advisors, LLC (full-time), President of Landmark Capital Inc., and Vice Chairman at Shields Technology. He also manages money for the Margaret Reynolds Trust and is a Limited Partner at VestGen Wealth Partners Holdings, LLC.
Employment History
Current Registrations
Private Client Services, LLCBroker
Private Client Services, LLC
Vestgen Advisors, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Securities America, INC.Broker
Landmark Capital INC.
Securities America, INC.Broker
Peb Financial Group, INC.Broker
State Registrations18 states
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.