Thomas Scalabrini is a PFS-designated registered investment advisor at Shore Point Advisors, LLC, based in Brielle, NJ, with 12 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 648 clients with $260M 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 | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.65% |
Certain legacy clients may be billed under a different fee schedule.
Fee Estimator
Location
402 Higgins Ave, Brielle, NJ, 08730
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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 Activities
Thomas is a CPA at Echelon Advisors, LLC, a tax and financial planning firm, dedicating nearly full-time hours to this role. He also works as a solicitor for investment advisor firms Park Avenue Securities and Shore Point Advisors, LLC, spending a few hours per week on each.
Employment History
Current Registrations
Shore Point Advisors, LLC
Previous Registrations
Crimmins Wealth Management, LLC
Park Avenue Securities LLC
Kpmg Investment Advisors
State Registrations1 state
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