Thomas Youngman
Thomas Youngman is a registered investment advisor at Park Avenue Securities LLC, based in Buffalo, NY, with 19 years of industry experience. Thomas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 82,118 clients with $20B 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 $500K | 2.05% |
| $500K - $1000K | 2.00% |
| $1.0M - $2.0M | 1.95% |
| $2M+ | 1.90% |
Schedule reflects the maximum client fee for the Park Avenue Portfolio Select program. Other wrap fee and third-party programs have varying fee schedules with advisor fees ranging from 0.50% to 1.75% plus platform and manager fees.
Fee Estimator
Location
600 Delaware Avenue, Buffalo, NY, 14202
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2008Other Business Activities
Thomas owns a rental townhouse in Ellicottville, NY, and serves as a Power of Attorney. He also serves as Vice Chair of Membership/PR & Branding on the Board of Directors at Wanakah Country Club, dedicating a few hours per week.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations11 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.
Exams
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