Thomas Minger
Thomas Minger is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Conshohocken, PA, with 17 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, Retirement Planning. Their firm serves 31,522 clients with $7.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HTK offers investment advisory services through third-party asset managers (TPAMs). When HTK and its advisors act as co-advisors, they may receive a portion of the advisory fee charged by the TPAM. In some cases, the advisor may add a fee to the TPAM fee for certain advisory services. HTK charges up to 1.5% of the client's account value, not including manager fees and other charges associated with the TPAM program.
Location
161 Washington Street, Floor 11, Suite 1111, Conshohocken, PA, 19428
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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 ActivitiesSells Insurance
Thomas works as an insurance agent for 1847 Financial and Tusk Wealth Management, selling life, accident, health, disability, long-term care, and annuity products, dedicating nearly full-time hours to each. He also owns TRS Transport, LLC and is a volunteer soccer coach, dedicating minimal time to each.
Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Previous Registrations
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Putnam Investment Management, LLC
Putnam Retail Management Limited PartnershipBroker
Delaware Capital Management Advisers, INC
Delaware Distributors, L.P.Broker
Lincoln Financial Distributors, INC.
Lincoln Financial Distributors, INC.Broker
Lincoln Financial Distributors, INC.
Lincoln Financial Distributors, INC.Broker
Vanguard Marketing CorporationBroker
State Registrations16 states
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.