Thomas Baer
Thomas Baer is a registered investment advisor at Arkadios Wealth Advisors, based in Oakland, FL, with 38 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, Retirement Planning. Their firm serves 12,091 clients with $3.9B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K+ | 1.50% |
Existing clients may have different fee schedules based on agreements prior to March 2021. Clients at NFS will be charged a minimum fee of $10.42 monthly. Fees may be negotiable.
Fee Estimator
Location
Oakland, FL
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2024Regulatory
May 2009Other Business ActivitiesSells Insurance
Thomas is an owner/agent at TBAER Wealth Management, where he spends most of his time selling life insurance, long-term care insurance, fixed annuities, and fixed index annuities. He also owns rental property in Kissimmee, FL, which is managed by a management company and requires minimal time.
Employment History
Current Registrations
Arkadios Wealth Advisors
Arkadios Capital
Arkadios CapitalBroker
Previous Registrations
Kalos Capital, INC.Broker
Kalos Management
Madison Avenue Securities, LLC
Madison Avenue Securities, LLCBroker
Cadaret, Grant & CO., INC.Broker
Mony Securities CorporationBroker
The Mutual Life Insurance Company of New YorkBroker
State Registrations9 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.