Thomas Lydon is a registered investment advisor at Global Trends Investments, based in Huntington Beach, CA, with 29 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 26 clients with $48M 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 - $5.0M | 1.00% |
| $5M+ | 0.75% |
Advisory fees may be rounded to the nearest dollar and are negotiable at GTI’s discretion.
Fee Estimator
Location
Huntington Beach, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas is a director on the corporate board for U.S. Global Investors, Inc. and a trustee for Guggenheim Investments Mutual Funds, each requiring minimal time. He also co-owns ETF Flows LLC (taking about a third of his time) and owns ETF Trends (requiring a few hours per week).
Employment History
Current Registrations
Global Trends Investments
State Registrations1 state
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