Thomas Zaleski
Thomas Zaleski is a registered investment advisor at Thomas Capital Management, LLC, based in Scottsdale, AZ, with 26 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 24 clients with $9.7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TCM charges a fee based on a percentage of the value of your investments. The annual fee ranges from 0.50% to 2.0%, depending on the size and complexity of your account and financial situation. The fee is calculated each quarter based on the value of your account at the end of the quarter.
Location
Scottsdale, AZ
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Regulatory History (1)
Employment Separation After Allegations
September 1998Employment History
Current Registrations
Thomas Capital Management, LLC
Previous Registrations
Thomas Capital Management, LLC
Thomas Capital Management, LLC
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.