Edward Thomas
Edward Thomas is a registered investment advisor at Watchtower Wealth Management, INC., based in Elizabethtown, PA, with 19 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 187 clients with $31M 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 $300K | 1.30% |
| $300K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
206 South Market Street, Ste. 201, Elizabethtown, PA, 17022
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
Edward is an insurance agent selling insurance for various carriers through W&R Insurance Agencies since 2006. He also works as a junior high wrestling coach for the Elizabethtown Area School District, dedicating about a quarter of his time to this role.
Employment History
Current Registrations
Watchtower Wealth Management, INC.
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations1 state
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