Thomas Presper is a registered investment advisor at Presper Financial Architects, LLC, based in Akron, OH, with 36 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 533 clients with $360M 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.70% |
| $4.0M - $10.0M | 0.35% |
| $10M+ | 0.10% |
Fees are negotiable and may be higher or lower based on the nature of the account. PFA also has an agreement with American Funds where the fee is 0.50% per year and non-negotiable.
Fee Estimator
Location
441 Wolf Ledges Parkway, Suite 103, Akron, OH, 44311-1077
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 is a board member of Nu Rho Psi Endowment since 2013, dedicating minimal time. He also teaches retirement classes offered by Emerald, spending a few hours per week on this investment-related activity.
Employment History
Current Registrations
Presper Financial Architects, LLC
Previous Registrations
Cetera Advisors LLC
Cetera Advisors LLCBroker
The Millennial Group
Vestax Securities CorporationBroker
Hornor, Townsend & Kent, INC.Broker
Vestax Securities CorporationBroker
Canada Life of America Financial Services, INC.Broker
Mimlic Sales CorporationBroker
Dataplan Securities, INC.Broker
State Registrations2 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.