Thomas Marchozzi
Thomas Marchozzi is a registered investment advisor at Pinnacle Strategic Wealth Management, LLC., based in King of Prussia, PA, with 20 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, High Net Worth, Investment Management, and 2 more. Their firm serves 501 clients with $150M 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 | 2.00% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
All fees are subject to negotiation.
Fee Estimator
Location
630 Freedom Business Center, Third Floor, King of Prussia, PA, 19406
Get directionsHistory
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 ActivitiesSells Insurance
Thomas sells fixed insurance products including life, disability, annuities, and long-term care insurance. The time commitment is not specified.
Employment History
Current Registrations
Pinnacle Strategic Wealth Management, LLC.
Previous Registrations
Simon Capital Management
Ameriprise Financial Services, INC.
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.