Thomas Dooley
Thomas Dooley is a ChFC-designated registered investment advisor at Legatrust Financial Advisors, INC., based in Saint Louis, MO, with 19 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 15 clients with $18M 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 | 1.50% |
| $1.0M - $5.0M | 0.95% |
| $5M+ | 0.50% |
Fee Estimator
Location
231 S Bemiston Ave, Suite 800, Saint Louis, MO, 63105
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 Activities
Thomas owns and manages a residential rental property, 1131 Boland Place LLC. He states that the time commitment varies but does not impact his duties to Legatrust Financial Advisors.
Employment History
Current Registrations
Legatrust Financial Advisors, INC.
Previous Registrations
Legatrust Financial Advisors, INC.
Moneta Group Investment Advisors, LLC
Northwestern Mutual Investment Services,llc
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.