Thomas Rapko is a registered investment advisor at T.H. Rapko & Company, LLC, based in Monterey, CA, with 16 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 36 clients with $34M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
1.00% annual fee for all assets invested in bonds. 2.00% annual fee for all assets that utilize a covered-call strategy. Fees are negotiable.
Fee Estimator
Location
215 West Franklin Street, Suite 311, Monterey, CA, 93940
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
T.H. Rapko & Company, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations3 states
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