Thomas Jones is a CFP-designated registered investment advisor at Thomas Jones Financial LLC, based in St. Clair Shores, MI, with 15 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 91 clients with $37M 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 $200K | 0.45% |
| $200K - $400K | 0.41% |
| $400K - $600K | 0.37% |
| $600K - $800K | 0.33% |
| $800K - $1000K | 0.29% |
| $1M+ | 0.25% |
Fee schedule applies to accounts held at Charles Schwab and Altruist Financial. For accounts held at Betterment Advisor Solutions, the annual fee is 0.36%, plus a 0.20% platform fee charged by Betterment.
Fee Estimator
Location
22811 Greater Mack Avenue, Suite 100, St. Clair Shores, MI, 48080
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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 an attorney at Thomas Jones Legal PLC, providing general legal services. This activity takes about half of his time.
Employment History
Current Registrations
Thomas Jones Financial LLC
State Registrations1 state
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