TV
CFP
TV
CFP
Thomas Velevis
26 Years of Experience
Southern Pines, NC
1 Disclosure
Thomas Velevis is a CFP-designated registered investment advisor at Dreher Financial Partners, based in Southern Pines, NC, with 26 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 184 clients with $150M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
184 clients
Average Client Portfolio
$806K average
Assets Under Management
$148.2M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$4,800
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1M+ | 0.50% |
0.25% annually for “held-away” accounts. Fees for employer-sponsored retirement plans and non-profit organizations have different schedules.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact
TV
Thomas Velevis
Location
275 SE Broad Street, Southern Pines, NC, 28387
Get directionsHistory
Regulatory History (1)
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Criminal
August 1997Final Disposition
Employment History
Current Registrations
Dreher Financial Partners
December 1999 - Present · 26 yrs 5 mos
State Registrations1 state
NC
Advisor
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.