Thomas Thomas is a registered investment advisor at Highland Asset Management, based in Manhattan Beach, CA, with 17 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. Their firm serves 15 clients with $7.5M 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 $1.0M | 1.20% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees are negotiable. Employees, ex-employees, and family members may receive significant discounts.
Fee Estimator
Location
Manhattan Beach, CA
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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 →Employment History
Current Registrations
Highland Asset Management
Previous Registrations
Highland Asset Management
Triton Investment Advisors, LLC
State Registrations1 state
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