TS
CFA
TS
CFA

Thomas Schinabeck

36 Years of Experience
Las Vegas, NV
Broker

Thomas Schinabeck is a CFA-designated registered investment advisor at Federated Global Investment Management CORP., based in Las Vegas, NV, with 36 years of industry experience. Thomas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 83 clients with $14B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
206 advisors
Number of Clients
83 clients
Average Client Portfolio
$169.7M average
Assets Under Management
$14.1B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M0.70%
$5.0M - $25.0M0.60%
$25.0M - $50.0M0.50%
$50.0M - $100.0M0.40%
$100M+0.35%

Schedule reflects Managed Accounts and Model Portfolio Management for Large Cap, All Cap Value, and Balanced accounts. International Equity managed accounts range from 0.40% to 0.75%. Separate account schedules start at 0.30% to 0.70% with higher tier thresholds. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Las Vegas, NV

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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.

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Employment History
Current Registrations
Federated Global Investment Management CORP.
August 2021 - Present · 5 yrs 2 mos
Mdt Advisers, a Division of Federated Mdta LLC
May 2010 - Present · 16 yrs 5 mos
Federated Securities CORP.
November 2009 - Present · 16 yrs 11 mos
Federated Investment Counseling
April 2005 - Present · 21 yrs 6 mos
Federated Securities CORP.
July 1990 - Present · 36 yrs 3 mos
Federated Securities CORP.Broker
July 1990 - Present · 36 yrs 3 mos
Previous Registrations
Federated Global Investment Management CORP.
July 2014 - December 2017 · 3 yrs 5 mos
Federated Global Investment Management CORP.
May 2010 - December 2013 · 3 yrs 7 mos
State Registrations20 states
AKAZCACOHIIDILMAMIMTNMNVNYORPATNTXUTWAWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
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