Thomas Rash is a registered investment advisor at Viawealth, LLC, based in Leawood, KS, with 12 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 87 clients with $260M 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 $500K | 1.20% |
| $500K - $2.0M | 1.10% |
| $2.0M - $4.0M | 0.90% |
| $4.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Fees are negotiable for amounts greater than $10,000,000. Household assets are combined for purposes of determining fee rate. The firm also offers stand-alone investment management services with a different fee schedule: 1.00% on first $2,000,000, 0.80% on $2,000,001 - $5,000,000, 0.70% on $5,000,001 - $10,000,000, and negotiable for amounts greater than $10,000,001.
Fee Estimator
Location
8700 State Line Rd, Suite 325, Leawood, KS, 66206
Get directionsHistory
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 sells fixed life, health, disability, annuities, long-term care, and Medicare supplement insurance through AdvisorNet Insurance. This activity takes a few hours per week.
Employment History
Current Registrations
Viawealth, LLC
Previous Registrations
Advisornet Wealth Partners
State Registrations2 states
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