Jeffrey Thomas
Jeffrey Thomas is a registered investment advisor at Bfc Planning, INC., based in Las Vegas, NV, with 29 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 3 more. Their firm serves 6,720 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BFC Planning offers asset management services through various platforms. Fees are based on the amount of assets managed and can vary depending on the platform and the IAR. The maximum allowable fee is 2.5% annually. Fees may be charged in advance or arrears, monthly or quarterly. Clients may also incur charges from third parties, such as mutual fund expenses and IRA fees. Some platforms have minimum account sizes.
Platforms include:
- Berthel Edge
- BFC Advisory program
- American Funds Direct F-2 Share Class Program
- Institutional RIA Platform
- Variable Annuity/Variable Life Sponsors
- Envestnet’s Managed Account Solutions
- Sub-Advisory Platforms
- Held Away Accounts
Location
8430 West Lake Mead Blvd. #14, Las Vegas, NV, 89128
Get directionsHistory
Regulatory History (1)
Judgment / Lien
September 2014Other Business ActivitiesSells Insurance
Jeffrey owns "Jeff Thomas and Associates" which is used for tax purposes only. He also works as an agent for American National, selling life insurance and annuities, dedicating about a quarter of his time. Additionally, Jeffrey sells Medicare supplements and Medicare Advantage plans, spending a few hours per week on this activity, and works as a financial planner at BFC Planning, dedicating about 10-20% of his time.
Employment History
Current Registrations
Bfc Planning, INC.
Securities Management & Research, INC.Broker
State Registrations3 states
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.