Thomas Guidici
Thomas Guidici is a registered investment advisor at Guidici Wealth Management LLC, based in Warwick, RI, with 4 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 64 clients with $14M 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 $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable and may be lower than the standard fee shown.
Fee Estimator
Location
250B Centerville Road, Warwick, RI, 02886
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
Thomas is the founder and an insurance agent at Guidici Financial Group DBA GPS Retirement LLC since 2012, selling fixed index annuities, MYGA, and FIUL. This takes nearly full-time, with about 20 hours per week during trading hours.
Employment History
Current Registrations
Guidici Wealth Management LLC
Previous Registrations
Coppell Advisory Solutions LLC
Gibbs Wealth Management, LLC
Cco Investment Services CORP.
Columbia Management Advisors, LLC
State Registrations1 state
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.