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Thomas Linski

29 Years of Experience
Harrisonburg, VA
2 DisclosuresBroker

Thomas Linski is a registered investment advisor at Edward Jones, based in Harrisonburg, VA, with 29 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 Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1971 Evelyn Byrd Ave Suite E1, Harrisonburg, VA, 22801

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2009
Denied
Customer Dispute
February 2008
Denied
Other Business Activities

Thomas is a partner in 2028 State LLC and L&L Properties (apartment rentals) since 2007 and 1992, respectively. He is also a board member of Shenvalee Lodge since 2014, dedicating minimal time to these activities.

Employment History
Current Registrations
Edward Jones
January 2008 - Present · 18 yrs 9 mos
Edward JonesBroker
September 1997 - Present · 29 yrs 1 mo
State Registrations24 states
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AdvisorBrokerBoth

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
No exam information available for this advisor.
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