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Thomas Landstreet

13 Years of Experience
Nashville, TN

Thomas Landstreet is a registered investment advisor at Trusco Investment Management, LLC, based in Nashville, TN, with 13 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. Their firm serves 30 clients with $110M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
30 clients
Average Client Portfolio
$3.6M average
Assets Under Management
$107.0M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.90%
$1.0M - $5.0M0.75%
$5M+0.65%

The Adviser may, at its discretion, make exceptions to the foregoing or negotiate special fee arrangements where the Adviser deems it appropriate under the circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2932 Foster Creighton Dr, Nashville, TN, 37204

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Thomas provides public speaking services to industry associations, conferences, and companies, dedicating minimal time to this activity. He is also a Member and Manager of N3L Capital Management, LLC and N3L Capital Partners, LLC, spending about half his time on this.

Employment History
Current Registrations
Trusco Investment Management, LLC
January 2017 - Present · 9 yrs 4 mos
Previous Registrations
Tell-Tale Investment Advisors
December 2012 - December 2016 · 4 yrs
Wiley Bros.-Aintree Capital, LLC
July 2012 - November 2012 · 4 mos
State Registrations1 state
TN
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.
Thomas Landstreet - Financial Advisor | TrueAdvisor