Thomas Ricketts
Thomas Ricketts is a CFA-designated registered investment advisor at Evolutionary Tree Capital Management, LLC, based in Alexandria, VA, with 23 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 48 clients with $92M 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 $5.0M | 0.95% |
| $5.0M - $25.0M | 0.80% |
| $25.0M - $50.0M | 0.60% |
| $50M+ | 0.50% |
Fees and account minimums for private clients are generally non-negotiable but may be adjusted at the firm's sole discretion. Institutional clients have a separate fee schedule starting at 0.70% for the first $25 million.
Fee Estimator
Location
1199 North Fairfax Street, Suite 801, Alexandria, VA, 22314
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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
Evolutionary Tree Capital Management, LLC
Previous Registrations
Sands Capital Management, LLC
Sands Capital Management, LP
State Registrations1 state
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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