Codie Thomas is a registered investment advisor at Abaco Retirement Advisors LLC, based in Stuart, FL, with 14 years of industry experience. Codie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.65% |
| $100K - $500K | 1.35% |
| $500K - $1.0M | 1.35% |
| $1M+ | 1.00% |
Fees are negotiable. Households may combine accounts for a reduced fee.
Fee Estimator
Location
Stuart, FL
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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 →Employment History
Current Registrations
Abaco Retirement Advisors LLC
Previous Registrations
Advus Financial Partners, LLC
Vista Management Company
Gwn Securities INC.Broker
International Assets Advisory, LLCBroker
G.F. Investment Services, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
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.
Exams
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