Thomas Genco
Thomas Genco is a CFP-designated registered investment advisor at Lincoln Investment, based in Cleveland, OH, with 28 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 Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 138,369 clients with $22B 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 | 1.25% |
Maximum annual advisor fee is 1.25%, which is negotiable. Clients also pay platform fees ranging from 0.02% to 0.24% depending on the platform and account size.
Fee Estimator
Location
1111 Superior Ave., Suite 2500, Cleveland, OH, 44114
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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 ActivitiesSells Insurance
Thomas sells and services fixed life insurance products through Beacon Financial Partners and works as an IAR and CFP through Beacon Financial Advisory LLC full-time. He also works as a CPA independent contractor for Pease & Associates, dedicating about a quarter of his time to tax compliance and preparation.
Employment History
Current Registrations
Lincoln Investment
Beacon Financial Advisory LLC
Capital Analysts
Lincoln InvestmentBroker
Previous Registrations
Lincoln Investment Planning, LLC
Capital Analysts Incorporated
Capital Analysts, IncorporatedBroker
Sanders Morris Harris INC.
Sanders Morris Harris INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Wrp Investments, INC.Broker
State Registrations7 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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