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CFA

Thomas Kahl

Benjamin F. Edwards & Company, Incorporated
32 Years of Experience
Naples, FL
Broker
View SEC Summary
View SEC Summary

Thomas Kahl is a CFA-designated registered investment advisor at Benjamin F. Edwards & Company, Incorporated, based in Naples, FL, with 32 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, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 33,057 clients with $19B in assets under management.

Benjamin F. Edwards & Company, Incorporated
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
518 advisors
Number of Clients
33,057 clients
Average Client Portfolio
$572K average
Assets Under Management
$18.9B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Minimum Annual Fee:$125
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum total wrap fee is 2.50% annually, combining advisor and manager fees. Specific strategy rates vary, and fees are fully negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

850 Park Shore Dr, Suite 204, Naples, FL, 34103

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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
Benjamin F. Edwards & Company, INC.Broker
April 2019 - Present · 7 yrs 6 mos
Benjamin F. Edwards & Company, Incorporated
April 2019 - Present · 7 yrs 6 mos
Previous Registrations
Morgan StanleyBroker
June 2009 - April 2019 · 9 yrs 10 mos
Morgan Stanley
June 2009 - April 2019 · 9 yrs 10 mos
Morgan Stanley & CO. IncorporatedBroker
January 2009 - June 2009 · 5 mos
Morgan Stanley & CO. Incorporated
January 2009 - June 2009 · 5 mos
UBS Financial Services INC.
January 2004 - January 2009 · 5 yrs
UBS Financial Services INC.Broker
January 2004 - January 2009 · 5 yrs
Banc One Securities Corporation
January 2001 - January 2004 · 3 yrs
Banc One Securities CorporationBroker
January 2001 - January 2004 · 3 yrs
Banc One Securities CorporationBroker
February 1999 - July 2000 · 1 yr 5 mos
First Chicago Nbd Investment Services, INC.Broker
November 1992 - February 1998 · 5 yrs 3 mos
State Registrations25 states
AZCACOCTFLGAILKYMAMIMNMONCNENHNJNYOHORRISCTXVAWAWI
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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