Todd Thomas is a registered investment advisor at Revere Asset, based in Boca Raton, FL, with 30 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 501 clients with $410M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
501 clients
Average Client Portfolio
$814K average
Assets Under Management
$407.9M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.40% |
| $500K - $1.0M | 1.20% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.80% |
Fees are negotiable. Fixed income only accounts: 0.2% to 0.5%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Boca Raton, FL
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
September 2024Other Business Activities
Todd is a member of Bakers Loft, LLC, which owns rental properties. He spends minimal time on this activity.
Employment History
Current Registrations
Revere Asset
December 2024 - Present · 1 yr 5 mos
Previous Registrations
Ameritas Advisory Services, LLC
November 2021 - September 2024 · 2 yrs 10 mos
Ameritas Advisory Services
March 2013 - November 2021 · 8 yrs 8 mos
Ameritas Investment Company, LLCBroker
March 2013 - September 2024 · 11 yrs 6 mos
B & T Securities, INC.Broker
July 2002 - March 2013 · 10 yrs 8 mos
Tradestation Securities, INC.Broker
August 1997 - August 2002 · 5 yrs
Olde Discount CorporationBroker
January 1995 - August 1997 · 2 yrs 7 mos
State Registrations1 state
FL
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.