Brandon Thomas is a registered investment advisor at Qrg Capital Management, INC., based in Lake Forest, IL, with 32 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 27,393 clients with $11B 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 | 0.30% |
Standard fee schedules range from 0.095% to 0.30% for quantitative portfolios and 0.095% for fixed income quantitative portfolios. Fees are subject to negotiation and do not include advisor fees, platform fees, or internal fund expenses.
Fee Estimator
Location
Lake Forest, IL
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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 Activities
Brandon serves as the treasurer for Prepare the Way, a nonprofit organization, overseeing their books. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Qrg Capital Management, INC.
Envestnet Pmc
Previous Registrations
Portfolio Brokerage Services, INC.Broker
John Nuveen & CO., IncorporatedBroker
Lasalle St Securities, L.L.C.Broker
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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