Thomas Gramigna
Thomas Gramigna is a registered investment advisor at M Holdings Securities, INC., based in Timonium, MD, with 33 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 Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 4,513 clients with $3.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.30% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.20% |
| $5.0M - $10.0M | 1.10% |
| $10M+ | 1.05% |
Schedule reflects maximum M Wealth customized sub-advisory fees. Other advisory programs negotiate fees up to a maximum of 3%.
Fee Estimator
Location
9690 Deereco Road, Suite 650, Timonium, MD, 21093
Get directionsHistory
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 ActivitiesSells Insurance
Thomas is a Senior Vice President at The L. Warner Companies since 2007, engaging in investment and insurance-related member firm activities. This takes more than full-time hours.
Employment History
Current Registrations
M Holdings Securities, INC.Broker
The L. Warner Companies, INC
Previous Registrations
Mutual Service CorporationBroker
New England SecuritiesBroker
State Registrations7 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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