Thomas Mazza
Thomas Mazza is a registered investment advisor at Premier Estate Planners, LLC, based in Clinton Township, MI, with 27 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 584 clients with $230M 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 $400K | 1.50% |
| $400K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $4.0M | 0.60% |
| $4.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Amounts above $10 million are negotiable.
Fee Estimator
Location
16950 19 Mile Road, Suite 4, Clinton Township, MI, 48038
Get directionsHistory
Regulatory History (2)
Regulatory
April 1996Employment Separation After Allegations
August 1995Other Business ActivitiesSells Insurance
Thomas is a licensed insurance agent with Macomb Marketing LLC. This activity is not investment-related.
Employment History
Current Registrations
Premier Estate Planners, LLC
Previous Registrations
Secure Asset Management, L.L.C.
East - West Capital CorporationBroker
Twc Capital CORP.Broker
Mariner Financial Services, INC.Broker
Ifg Network Securities, INC.Broker
Planned Investments INC.Broker
First American National 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.