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CFP
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CFP

Elizabeth Thorley

Commonwealth Financial Network
39 Years of Experience
Rochester, NY
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Elizabeth Thorley is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Rochester, NY, with 39 years of industry experience. Elizabeth is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B in assets under management.

Commonwealth Financial Network
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2904 advisors
Number of Clients
360,488 clients
Average Client Portfolio
$590K average
Assets Under Management
$212.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$600
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $750K2.25%
$750K - $1.0M2.00%
$1.0M - $2.0M1.75%
$2M+1.50%

Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1571 Monroe Ave., Rochester, NY, 14618

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2009
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Elizabeth is a co-owner of Thorley Wealth Management, Inc., dedicating nearly all her time to securities, advisory, and insurance business. She also sells fixed insurance and refers structured legal settlements, spending minimal time on each, and owns Thorley Capital Properties, LLC, for commercial real estate management, also spending minimal time.

Employment History
Current Registrations
Commonwealth Financial Network
June 2021 - Present · 5 yrs 4 mos
Commonwealth Financial Network
May 1997 - Present · 29 yrs 5 mos
Commonwealth Financial NetworkBroker
May 1997 - Present · 29 yrs 5 mos
Previous Registrations
American Express Financial Advisors INC.Broker
February 1987 - May 1997 · 10 yrs 3 mos
State Registrations17 states
CACODCFLGALAMAMDMNNCNYORPASCTNVAVT
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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