Thomas Ryan is a registered investment advisor at Hawkins Investment Counsel, LLC, based in Tacoma, WA, with 14 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 98 clients with $170M 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 $200K | 2.00% |
| $200K - $500K | 1.50% |
| $500K+ | 1.00% |
Fees are negotiable at the firm's sole discretion based on factors such as market rate, relationship workload, total assets, and relationship tenure.
Fee Estimator
Location
Tacoma, WA
Get directionsHistory
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 →Employment History
Current Registrations
Hawkins Investment Counsel, LLC
Previous Registrations
Stolz & Associates, Ps
Alliancebernstein L.P.
Sanford C. Bernstein & CO., LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Russell Institutional Services Part of Russell Investment GroupBroker
Frank Russell Securities, INC.Broker
Russell Fund Distributors, INC.Broker
Frank Russell Securities, INC.Broker
State Registrations1 state
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
More Advisors
- Elizabeth Peterson, CFPMorgan Stanley
- Alyssa Morley, CFPMorgan Stanley
- Michael Ruff, CFARainier Family Wealth, INC.
- Timothy Scheuffele, CFPEdward Jones
- Diana Meyers, CFPRBC Capital Markets, LLC
- John Walsh, CFPFinancial Insights Wealth Management