Jeffrey Alan Thomas

32 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningFinancial Planning & CoachingBusiness Owners

Arkos Global Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

11 advisors

Number of Clients

418 clients

Average Client Portfolio

$2.7M average

Assets Under Management

$1.1B

Fee Structure

Minimum Investment:$200K

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	2.00%
$1.0M - $2.0M	1.50%
$2.0M - $5.0M	1.00%
$5M+	1.00%

Fees negotiable above $5,000,000. Using the previous tier's fee percentage for the negotiable tier.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

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Location

4400 Post Oak Pkwy, Ste. 1950, Houston, TX, 77027

Get directions

History

Regulatory History

Clean regulatory record

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.

Other Business Activities

Jeffrey is involved in oil drilling through 1 Page Exploration and Production 6 LLC. He is also a board member of Medical Bridges and the Stewardship Chair for West U. Methodist Church.