Thomas Burger
Thomas Burger is a CFP-designated registered investment advisor at Oneseven, based in Beachwood, OH, with 54 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 5,456 clients with $4.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OneSeven's investment management fees range from 0.05% to 2.00% annually, depending on the size and complexity of the client relationship and the services provided. Fees are paid quarterly or monthly in advance, except for former MGOIA clients who pay in arrears. Certain accounts may be charged additional fees of up to 0.5% for services not covered under the typical portfolio management arrangement, such as financial planning or working with other professionals. Fees are negotiable.
Location
24400 Chagrin Blvd., Suite 310, Beachwood, OH, 44122
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2007Other Business ActivitiesSells Insurance
Thomas is a broker and agent for non-variable insurance sales, sometimes conducted in his own name and sometimes through his corporation, Hamilton Financial, Inc. He spends a few hours per week on this activity.
Employment History
Current Registrations
Oneseven
Fortune Financial Services, INC.
Fortune Financial Services, INC.Broker
Previous Registrations
World Investment Advisors, LLC
World Investments, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Boston Harbor Wealth Advisors, LLC
Lincoln Financial Securities Corporation
Hamilton Financial INC.
Lincoln Financial Securities CorporationBroker
Equity Services, INC.Broker
State Registrations8 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.