Thomas Albers
Thomas Albers is a registered investment advisor at Ameritas Advisory Services, LLC, based in Massillon, OH, with 53 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 25,632 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameritas Advisory Services offers several investment management programs. Fees vary depending on the program and the amount of your portfolio. Fees are negotiable and can be either a fixed percentage or tiered. Some programs also have administrative fees. Here are some examples:
- Galaxy Program: Maximum fees range from 2.00% on the first $250,000 to 1.00% on amounts over $3,000,001. Transaction fees apply.
- Ameritas Investment Strategies (AIS) Program: Includes a 0.30% program fee plus an IAR fee that varies based on the amount of your portfolio, ranging from 2.00% on the first $250,000 to 0.75% on amounts over $5,000,001. Transaction fees apply.
- Adviser Managed Retirement (AMR) Program: Includes a 0.05% program fee plus an IAR fee that varies based on the amount of your portfolio, ranging from 2.00% on the first $250,000 to 0.75% on amounts over $5,000,001.
- Adviser Managed Variable Products Program (AMVP): Fees range from 0.50% to 1.00% of the variable product cash value.
Location
Massillon, OH
Get directionsHistory
Regulatory History (5)
Judgment / Lien
July 2025Financial
August 2018Judgment / Lien
July 2018Judgment / Lien
January 2017Customer Dispute
July 2009Other Business ActivitiesSells Insurance
Thomas is a licensed independent insurance agent selling fixed insurance products and is the President/Owner of Total Asset Planning, dedicating a few hours per week. He is also a partner in TAP Insurance Agency and co-owner of Total Asset Planning Real Estate, LLC, spending minimal time on the latter.
Employment History
Current Registrations
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLCBroker
Previous Registrations
Ameritas Advisory Services
Carillon Investments, INC
Carillon Investments, INC.Broker
1717 Capital Management CompanyBroker
The Mutual Life Insurance Company of New YorkBroker
Mony Securities CORP.Broker
State Registrations10 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.