Thomas Casper is a registered investment advisor at Syntheticfi LLC, based in Winter Park, FL, with 18 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 624 clients with $990M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees vary between 0% and 2.00% depending on the portfolio size, service type, and complexity. Fees are negotiable on a per-client basis.
Fee Estimator
Location
Winter Park, FL
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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
Thomas is the President and Owner of Adaptive Solutions Consulting Inc, a consulting and recruiting business, since March 2018. Although the LLC remains active, Thomas is currently not devoting any time to this business.
Employment History
Current Registrations
Syntheticfi LLC
Previous Registrations
Stansberry Asset Management, LLC
Lyons Wealth Management
Camarda Wealth Advisory Group
Creative Planning
Mercer Global Advisors INC.
Jackson Wealth Management, LLC
Lyons Wealth Management
Advanced Equities, INC.
Lyons Wealth Management
Horan Capital Management,llc
Wachovia Securities, LLC
Citigroup Global Markets INC.
Fisher Investments
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.
Exams
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