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Andre Thomas
16 Years of Experience
Wheaton, IL
2 DisclosuresMay Earn CommissionSells Insurance
Andre Thomas is a registered investment advisor at Elite-Pro Wealth Advisors LLC, based in Wheaton, IL, with 16 years of industry experience. Their practice areas include Investment Management. Their firm serves 15 clients with $100K in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
15 clients
Average Client Portfolio
$7K average
Assets Under Management
$100K
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.28% |
| $500K - $1.0M | 1.09% |
| $1M+ | 0.89% |
Fees are negotiated with each client based on a variety of factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Wheaton, IL
Get directionsHistory
Regulatory History (2)
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Financial
December 2017Final
Judgment / Lien
July 2017Other Business ActivitiesSells Insurance
Andre holds a life insurance license obtained in 2021, which was a requirement at a previous firm. He does not actively use the license and it is not investment related.
Employment History
Current Registrations
Elite-Pro Wealth Advisors LLC
October 2022 - Present · 3 yrs 7 mos
Previous Registrations
Capital Analysts
November 2020 - October 2022 · 1 yr 11 mos
Lincoln Investment
November 2020 - October 2022 · 1 yr 11 mos
Lincoln InvestmentBroker
November 2018 - October 2022 · 3 yrs 11 mos
Liberty Partners Financial Services, LLCBroker
December 2010 - June 2011 · 6 mos
Broker Dealer Financial Services CORP.Broker
May 2004 - December 2008 · 4 yrs 7 mos
Gunnallen Financial, INCBroker
September 2001 - February 2003 · 1 yr 5 mos
Growthstocks.comBroker
June 2000 - October 2001 · 1 yr 4 mos
Institutional Equity CorporationBroker
June 1999 - June 2000 · 1 yr
Gunnallen Financial, INCBroker
October 1998 - June 1999 · 8 mos
State Registrations1 state
IL
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.