Thomas Laessig
Thomas Laessig is a ChFC-designated registered investment advisor at Fidelity Federal Planning CORP., based in Montgomeryville, PA, with 22 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, Retirement Planning. Their firm serves 15 clients with $3.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fidelity Federal Planning Corp. charges an annual fee based on a percentage of the value of your investments. This fee is calculated by the custodian at the end of each quarter and is paid quarterly. The fee ranges are:
- Less than $750,000: 0.60% - 1.00% per year
- $750,001 to $1,500,000: 0.40% - 0.80% per year
- $1,500,001 to $3,000,000: 0.20% - 0.60% per year
- Over $3,000,000: Negotiable
Location
105 Montgomery Ave, Suite 1051, P.O. Box 588, Montgomeryville, PA, 18936
Get directionsHistory
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 Activities
Thomas serves as general manager for 401k Datawarehouse, LLC, a software provider created in 2000. He dedicates a few hours per week to managing the business.
Employment History
Current Registrations
Fidelity Federal Planning CORP.
State Registrations1 state
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