Thomas Hilaire
Thomas Hilaire is a registered investment advisor at Midwest Financial Partners, based in St. Cloud, MN, with 22 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 531 clients with $1.5B 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 $250K | 1.26% |
| $250K - $500K | 1.02% |
| $500K - $1.0M | 0.99% |
| $1.0M - $2.0M | 0.78% |
| $2.0M - $5.0M | 0.71% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Clients with accounts custodied at Fidelity Brokerage Services are assessed a flat fee of 0.30%. Bond ladders and dedicated bond accounts will be charged a fixed rate of 0.40%. Dedicated CD accounts will be charged a fixed rate of 0.40%. Advisory fees charged by any other selected custodians will not exceed 1.26%. Our firm will assess an annual advisory fee of up to 0.60% per account managed through Pontera.
Fee Estimator
Location
912 West Saint Germain Street, Suite #300, St. Cloud, MN, 56301
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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 →Other Business ActivitiesSells Insurance
Thomas is a board member and Finance Committee Vice-Chair for CentraCare Health Foundation, and oversees investment decisions for CentraCare's outsourced CIO. He is also the President/Owner of Midwest Financial Partners, Inc. and Midwest Financial Partners Family Office, Inc., and an independent insurance agent, spending full-time hours on these activities.
Employment History
Current Registrations
Midwest Financial Partners
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Signator Investors, INC.Broker
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.