Thomas Proos
Thomas Proos is a registered investment advisor at Straight Path Wealth Management, based in Jenison, MI, with 26 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, Financial Planning & Coaching, Investment Management. Their firm serves 902 clients with $470M 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 | 1.50% |
| $250K - $1.0M | 1.35% |
| $1M+ | 1.35% |
Client's specific billing terms and fees will be stipulated in the Client's Investment Management Agreement and may differ from the above schedule.
Fee Estimator
Location
7699 Georgetown Center Drive, Jenison, MI, 49428
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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 fixed insurance products with various companies since 2018, dedicating minimal time per week. He also manages an office lease for Kanai/Proos Properties, LLC, and sells life insurance, fixed and indexed annuities, and long-term care products through Ash Brokerage/Pacific Life since 2021.
Employment History
Current Registrations
Straight Path Wealth Management
Previous Registrations
Cetera Advisor Networks LLCBroker
Cwm, LLC
Cetera Advisor Networks LLC
LPL Financial LLC
LPL Financial LLCBroker
Primevest Financial Services, INC.Broker
Mcdonald Investments INC.
Mcdonald Investments INC.Broker
Morgan Stanley Dw INC.Broker
Natcity Insurance Services, INC.Broker
Natcity Investments, INC.Broker
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.