Thomas Carstens
Thomas Carstens is a ChFC-designated registered investment advisor at Corrigo Investment Partners, LLC, based in St. Augustine, FL, with 35 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 Alternative Investments, High Net Worth, Investment Management. Their firm serves 3 clients with $710M 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 | 1.00% |
Management fees generally range up to 1% per year, calculated on net asset value and payable monthly or quarterly in advance. Corrigo may reduce or waive fees in its sole discretion.
Fee Estimator
Location
St. Augustine, FL
Get directionsHistory
Regulatory History (5)
Customer Dispute
June 2022Customer Dispute
February 2017Customer Dispute
January 2014Customer Dispute
November 2013Customer Dispute
May 2004Other Business Activities
Thomas is affiliated with First Liberties Financial, the broker-dealer that sponsors his investment advisor representative licenses.
Employment History
Current Registrations
Corrigo Investment Partners, LLC
Pelion Investment Advisors, INC.
First Liberties FinancialBroker
First Liberties Financial
Previous Registrations
Lenox Advisors, INC.
MML Investors Services, INC.
MML Investors Services, INC.Broker
State Registrations14 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.
Exams
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