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 Investment Management. Their firm serves 121 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SyntheticFi charges an annual fee based on the value of the box spread options managed. This fee varies between 0% and 2.00%. The firm calculates the value of the assets managed as the absolute value of the value-at-expiration of the box spread options. Fees are charged monthly in arrears. The specific fee is outlined in the Investment Advisory Agreement and can be negotiated. Clients pay the advisory fee even if they do not make any transactions.
Location
Winter Park, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
Stansberry Asset Management, LLC
Previous Registrations
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 Registrations2 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.