Thomas Ouellette
Thomas Ouellette is a registered investment advisor at Private Client Services, LLC, based in Lexington, MA, with 32 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
35 Bedford St, Suite 16, Lexington, MA, 02420
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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 owns and operates real estate through CLO Reality, LLC and is a trustee for The Liberties Condominium Trust, dedicating minimal time to each. He also sells fixed life, disability, and long-term care insurance and is the Chief Compliance Officer for Oullette Wealth Advisory LLC, which takes up nearly all of his time.
Employment History
Current Registrations
Private Client Services, LLCBroker
Ouellette Wealth Advisory LLC
Previous Registrations
Osaic Wealth, INC.Broker
Triad Advisors, LLC
Triad Advisors LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Linsco/private Ledger CORP.Broker
G. R. Phelps & CO., INC.Broker
State Registrations16 states
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