Jeannette Thomas
Jeannette Thomas is a registered investment advisor at Hulsey Capital Management, INC., based in Heber Springs, AR, with 15 years of industry experience. Jeannette operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 149 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hulsey Capital Management's fees are based on the value of your portfolio. The fees range from 0.50% to 1% of the portfolio's value. The fees may be negotiable based on the size and complexity of the account. For non-retirement accounts, fees can also be based on the type of asset: 1% for equity investments, 0.50% for fixed income, and 0% for cash or money market funds.
Location
411 W Searcy Street, Heber Springs, AR, 72543
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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
Jeannette is an independent insurance agent since 2010, selling fixed insurance, but devotes minimal time to it. She is also a 49% owner of Burton Eddington Jr, CPA, Inc and spends about a few hours per week there during tax season.
Employment History
Current Registrations
Hulsey Capital Management, INC.
Previous Registrations
Voya Financial Advisors, INC.
State Registrations2 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.