Thomas Savone
Thomas Savone is a registered investment advisor at Kestra Advisory Services, LLC, based in Bunnell, FL, with 40 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 97,702 clients with $60B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kestra Advisory Services' (Kestra AS) fees for managing your investments are a percentage of the value of your portfolio, up to a maximum of 2.5% per year. The exact percentage is determined by your advisor based on factors like the size of your account, the type of account (e.g., retirement), the services you receive, and the platform you choose. These fees are negotiable.
Kestra AS offers different advisory platforms with varying program fees that are deducted from the client fee you negotiate with your advisor. These platforms include AdvisorEnterprise, Horizon, and AdvisorChoice. Each platform has different features, costs, and minimum account sizes.
There are also third-party managed solutions available through platforms like Focus Partners Advisor Solutions, Symmetry Partners, SEI and AssetMark.
Location
4101 East Moody Blvd, Suite B, Bunnell, FL, 32110
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2004Customer Dispute
December 1989Other Business ActivitiesSells Insurance
Thomas sells fixed insurance at a branch location and is the president and sole owner of Savone Group, Inc., an entity created for securities and insurance business. He is also a landlord and owner of rental property in Palm Coast, FL.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Ameriprise Financial Services, INC.
Ids Life Insurance CompanyBroker
Ameriprise Financial Services, INC.Broker
Dean Witter Reynolds INC.Broker
J. T. Moran & CO., INC.Broker
Sherwood Capital, INC.Broker
First Jersey Securities, INC.Broker
State Registrations16 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.