Thomas Sanchez
Thomas Sanchez is a registered investment advisor at Fiduciary Capital Management LLC, based in Sugarland, TX, with 20 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Estate Planning, High Net Worth, and 5 more. Their firm serves 74 clients with $150M 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 | 2.50% |
Maximum annual investment advisory fee is 2.50%. Specific fees are negotiated and outlined in the client agreement.
Fee Estimator
Location
Sugarland, TX
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
June 2008Other Business Activities
Thomas is an Administrative Director at Protocol Research at MD Anderson. This activity is not investment related.
Employment History
Current Registrations
Fiduciary Capital Management LLC
Previous Registrations
Namcoa
Naples Asset Management CO., LLC
Greenbriar Financial Services, INC.
Linsco/private Ledger CORP.
State Registrations1 state
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.