TN
TN

Thomas Nieman

15 Years of Experience
Austin, TX

Thomas Nieman is a registered investment advisor at Sali Fund Services, based in Austin, TX, with 15 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 199 clients with $34B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
199 clients
Average Client Portfolio
$169.4M average
Assets Under Management
$33.7B

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)

SALI Fund Management manages investments for private investment funds and separately managed accounts. Management fees typically range from 0.15% to 2.25% per year and may be charged daily, monthly, or quarterly. SALI passes on most of the management fee to its subadvisors, retaining a small portion (typically no more than 0.25%). Some accounts may also be subject to a minimum administration fee.

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Location

6850 Austin Center Blvd., Suite 300, Austin, TX, 78731

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Thomas is the president of 327 Investments LLC, an inactive holding company established to hold partnership interests in other companies. He spends minimal time on this activity.

Employment History
Current Registrations
Sali Fund Services
March 2010 - Present · 16 yrs 2 mos
State Registrations1 state
TX
Advisor

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.

Exams
No exam information available for this advisor.