Thomas Eidelman
Thomas Eidelman is a CFA-designated registered investment advisor at Daytona Street Capital, based in Saint Louis, MO, 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 51 clients with $190M 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 | 1.00% |
Rates vary by strategy: Equity strategy is 1.0%, Global Diversified Strategy using exchange-traded funds is 0.75%, and other strategies are 1.0%. Fees are negotiable.
Fee Estimator
Location
8000 Maryland Ave, Suite 600, Saint Louis, MO, 63105
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
February 2023Regulatory
February 2023Other Business Activities
Thomas is a passive investor and owner of Dixon Service Station LLC, a gas station, since 2012. He spends minimal time paying bills related to the business.
Employment History
Current Registrations
Daytona Street Capital
Previous Registrations
Daytona Street Capital
Eidelman Virant Capital
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.
Exams
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