Thomas Andersen
Thomas Andersen is a registered investment advisor at Evolution Wealth Management INC., based in Punta Gorda, FL, with 9 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 294 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable up to a maximum of 2.00% per year. For accounts over $10,000,000, a fixed annual fee may be offered instead.
Fee Estimator
Location
315 E Olympia Ave, Suite 248, Punta Gorda, FL, 33950
Get directionsHistory
Regulatory History (1)
Financial
November 2016Other Business ActivitiesSells Insurance
Thomas is the owner of Andersen Harrison Insurance, selling fixed insurance products since 2021, dedicating nearly full-time hours to this. He also owns Learn 2 Grow, Inc. since 2023, spending a few hours per week promoting financial education for senior citizens.
Employment History
Current Registrations
Evolution Wealth Management INC.
Previous Registrations
Bison Wealth, LLC
Truadvice LLC
Retirement Wealth Advisors, LLC
State Registrations1 state
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
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