Thomas Panoplos is a registered investment advisor at Creative Planning, based in Skokie, IL, with 24 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 100,298 clients with $300B 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 $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees and billing methods are negotiable based on account size, householding, and complexity. Legacy clients from acquired firms may have different fee schedules.
Fee Estimator
Location
707 Skokie Blvd, Suite 375, Skokie, IL, 60062
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2009Other Business Activities
Thomas is the 100% owner of BS & JL, Inc., which holds a business license and owns property as a landlord, but he spends no time on it. He also co-manages T and T Development, LLC, a real estate ownership entity, dedicating minimal time to it.
Employment History
Current Registrations
Creative Planning
Previous Registrations
Mesirow Financial Investment Management, INC.
Mesirow Financial, INC.
Mesirow Financial, 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.
Exams
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