Thomas Craft
Thomas Craft is a registered investment advisor at Gateway Asset Management, LLC, based in Independence, OH, with 31 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, Investment Management. Their firm serves 195 clients with $58M 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 | 1.70% |
Annual management fee will not exceed 1.70%. The management fee is negotiable. When a sub-adviser is used, the total combined fee charged to you will not exceed 1.70%.
Fee Estimator
Location
2 Summit Park Drive, Suite 100, Independence, OH, 44131
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2024Customer Dispute
July 2022Other Business ActivitiesSells Insurance
Thomas is involved in tax planning with Arista Financial Group, dedicating minimal time. He also works as an insurance agent with Gateway Financial Advisors, spending a few hours per week.
Employment History
Current Registrations
Gateway Asset Management, LLC
Previous Registrations
Belpointe Asset Management LLC
Bartley Financial Advisors, INC.
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Reserarch, INC.
Cambridge Investment Research, INC.Broker
Donahue Securities, INC.Broker
Sunset Financial Services, INC.Broker
Capital Analysts, IncorporatedBroker
State Registrations2 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.