Thomas Oakes
Thomas Oakes is a CFP-designated registered investment advisor at American Northwest Advisory Services L.L.C., based in Palm Beach Gardens, FL, with 30 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 204 clients with $34M 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.65% |
Current client relationships may exist where the fees are higher or lower than the fee schedule above and may be negotiable.
Fee Estimator
Location
4440 PGA Blvd., Suite 600 PMB 5003, Palm Beach Gardens, FL, 33410
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 Activities
Thomas is a member/manager of American Northwest Retirement Plan Servicess LLC, providing third-party administration to retirement plans since 2002. He dedicates a few hours per week to oversight and business planning, with no involvement in trading hours.
Employment History
Current Registrations
American Northwest Advisory Services L.L.C.
State Registrations7 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.