Thomas Lampert
Thomas Lampert is a CFP, ChFC-designated registered investment advisor at Founders Financial Securities, LLC, based in Brighton, MI, with 35 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, Investment Management, Retirement Planning. Their firm serves 9,021 clients with $3.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FFS offers several investment management programs. Fees are determined separately for each account and are negotiable, based on factors like assets under management, account structure, and services provided. Fees are generally a percentage of assets under management and can be charged quarterly or monthly, in advance or arrears.
Independence Advisory accounts typically do not exceed 2.50% annually. The Managed Portfolio Program has a fee of 1.65% annually. FCMS Private Wealth Solutions fees do not exceed 1.70% of the first $1,000,000 and 1.40% thereafter, annually. Nationwide Variable Annuity fees do not exceed 1.50% annually.
Some programs have minimum account balances and additional custodial fees that could result in an effective rate greater than the stated percentage.
Location
5088 S. Old US Hwy 23, Brighton, MI, 48114
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2005Other Business ActivitiesSells Insurance
Thomas owns Lamplighter Group LLC for managing business expenses and Poet of Light LLC for poetry books, dedicating minimal time and a few hours per week, respectively. He also works as a financial advisor and insurance agent at 7 Pillars Wealth Management LLC, focusing on life, disability, and long-term care insurance, which takes nearly full-time hours.
Employment History
Current Registrations
Founders Financial Securities, LLC
Founders Financial Securities LLCBroker
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations5 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.