Thomas Spuhler
Thomas Spuhler is a registered investment advisor at Ameritas Advisory Services, LLC, based in Garden City, NY, with 26 years of industry experience. Thomas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 29,718 clients with $14B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees vary by specific program selected. Some programs include an additional program fee ranging from 0.05% to 0.35% on top of the investment professional fee.
Fee Estimator
Location
401 Franklin Ave Ste 302, Garden City, NY, 11530
Get directionsHistory
Regulatory History (1)
Regulatory
June 2008Employment History
Current Registrations
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLC
Ameritas Investment Company, LLCBroker
Previous Registrations
New England SecuritiesBroker
Ws Griffith Securities, INC.Broker
State Registrations13 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.
Exams
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