Thomas Marshall
Thomas Marshall is a registered investment advisor at Virginia Estate and Retirement Planning Advisors, INC., based in Glen Allen, VA, with 21 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, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 128 clients with $100M 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 $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1M+ | 1.50% |
The annual Fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
4870 Sadler Road, Suite 300, Glen Allen, VA, 23060
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 ActivitiesSells Insurance
Thomas is the President and an insurance agent at Virginia Estate and Retirement Planning Group, Inc., dedicating about 10-20% of his time to this role. He is also the President of Virginia Tax Center, spending minimal time on tax consulting and preparation.
Employment History
Current Registrations
Virginia Estate and Retirement Planning Advisors, INC.
Previous Registrations
Gradient Investments, LLC
Gradient Investment Group LLC
Virginia Estate and Retirement Planning Group, INC.
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.