Thomas Isgrig
Thomas Isgrig is a registered investment advisor at Isgrig Capital Asset Management, LLC, based in Cincinnati, OH, with 20 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 131 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4.0M - $9.0M | 0.65% |
| $9.0M - $14.0M | 0.55% |
| $14M+ | 0.45% |
These fees are based on Wealthcare's maximum annual fee of 1.00% and are split between Wealthcare and Isgrig. Isgrig's portion is tiered and negotiable. For legacy clients working with Matson Money, Matson Money charges a maximum annual fee of 1.25%, and Isgrig is paid up to 70% of that fee.
Fee Estimator
Location
Cincinnati, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Isgrig Capital Asset Management, LLC
State Registrations7 states
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