Thomas Chiatalas
Thomas Chiatalas is a CFP, ChFC-designated registered investment advisor at Allstate Financial Advisors, LLC, based in Lincoln, NE, with 42 years of industry experience. Thomas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 397 clients with $140M 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 | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Fees represent maximum rates across available programs (Fund Strategist Portfolios and Unified Managed Accounts). Investment advisory representatives are permitted to negotiate a reduction in the advisory fee.
Fee Estimator
Location
151 N 8th St Ste 450, Lincoln, NE, 68508-1380
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 1999Employment History
Current Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLC
Allstate Financial Services, LLCBroker
Previous Registrations
Allstate Financial Advisors, LLC
Auto Club Funds, INC.Broker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations6 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.
Exams
More Advisors
- Christopher VerteschAllstate Financial Advisors, LLC
- Jonathan Foreman, ChFCAllstate Financial Advisors, LLC
- James Badorek, ChFCAllstate Financial Advisors, LLC
- John Boudreau, ChFCAllstate Financial Advisors, LLC
- Scott Becker, CFPHbe Wealth Management, LLC
- Mark Dolton, CFPD.A. Davidson & CO.