Thomas Ahlbeck is a registered investment advisor at Ahlbeck Financial, based in Des Plaines, IL, 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 Investment Management. Their firm serves 33 clients with $8M 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 | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $750K | 0.80% |
| $750K - $1.0M | 0.70% |
| $1.0M - $1.5M | 0.60% |
| $1.5M - $2.0M | 0.50% |
| $2.0M - $5.0M | 0.40% |
| $5M+ | 0.30% |
Fees are generally negotiable.
Fee Estimator
Location
1651 Elk Blvd., Des Plaines, IL, 60016
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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 the owner of Ahlbeck and Company, providing accounting services, which takes nearly full-time hours. He also serves as Treasurer for Maine Township School, dedicating a few hours per week, and manages multiple rental real estate properties, spending a few hours per week on each, and has trading authority over his son's brokerage account, spending minimal time.
Employment History
Current Registrations
Ahlbeck Financial
Previous Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
H.D. Vest Investment ServicesBroker
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.