Dusharme Thomas is a registered investment advisor at Strategic Advisers LLC, based in Sacramento, CA, with 25 years of industry experience. Dusharme operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,031,770 clients with $1100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
Sacramento, CA
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Dusharme is the treasurer for the Sacramento Area Black Caucus, working to close down the organization, and the financial secretary for CHUMS, INCORPORATED, a women's social group. These activities require minimal time.
Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Ameritas Investment CORP
Ameritas Investment CORP.Broker
AXA Advisors, LLCBroker
AXA Advisors, LLC
Mony Securities Corporation
Mony Securities CorporationBroker
Intersecurities, INC.
Intersecurities, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Pruco Securities CorporationBroker
State Registrations53 states
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