Thomas Lauria is a registered investment advisor at Van Rensselaer Management LLC, based in New York, NY, 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 Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fee Estimator
Location
New York, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Thomas is the owner of Avtera LLC since 2001, acting as a consultant for alternative investment firms and performing due diligence services. This takes about half of Thomas's time.
Employment History
Current Registrations
Van Rensselaer Management LLC
Previous Registrations
Trump Securities, LLCBroker
Brimberg & CO.Broker
Goldsmith & Harris IncorporatedBroker
Abn Amro IncorporatedBroker
Ing Barings LLCBroker
State Registrations1 state
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