Thomas Freismuth
Thomas Freismuth is a ChFC-designated registered investment advisor at Accelerate Retirement, based in San Diego, CA, 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, High Net Worth, and 3 more. Their firm serves 916 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Accelerate Investment Advisors manages investment portfolios for clients, charging a fee based on the value of the assets in the account. The maximum annual fee is 1.50%, but fees are negotiated on a per-client basis. There is a minimum account balance of $25,000, though exceptions may apply to employees and relatives of Accelerate or existing clients. Fees are collected quarterly in arrears and are automatically deducted from the client's account.
Location
8073 Entrada de Luz East, San Diego, CA, 92127
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Thomas is involved with Touch of Green LLC, a cultivation enterprise, but is not a managing member and spends no time during market hours on it. Thomas is also a licensed insurance agent, recommending insurance products on a commission basis, dedicating minimal time to this activity.
Employment History
Current Registrations
Accelerate Retirement
Previous Registrations
NFP Retirement INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Financial Telesis, INC.
Financial Telesis INCBroker
HUB International Investment Services INC. (hiis)
HUB International Investment Services INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Mutual Service Corporation
Pruco Securities CorporationBroker
Mutual Service CorporationBroker
Aetna Life Insurance and Annuity CompanyBroker
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.