Andrew Thomas
Andrew Thomas is a registered investment advisor at Axxcess Wealth Management, LLC, based in Baton Rouge, LA, with 25 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 10,357 clients with $8.9B 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 | 2.00% |
Annual fees range from 0.15% to 2.00% depending on portfolio size, scope, and complexity. Fees are negotiable at the advisor's discretion.
Fee Estimator
Location
1800 City Farm Drive, Bldg 4 Suite A, Baton Rouge, LA, 70806
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
March 2020Employment History
Current Registrations
Axxcess Wealth Management, LLC
Previous Registrations
Axxcess Wealth Management, LLC
Arete Wealth Management, LLCBroker
Arete Wealth Advisors, LLC
Fbr Capital Markets & CO.Broker
Credit Suisse Securities (USA) LLCBroker
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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