Thomas Poltersdorf
Thomas Poltersdorf is a registered investment advisor at Beyond Your Exit Wealth Management, based in Lebanon, PA, with 15 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 7 clients with $1.8M 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 | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
The annual fees are negotiable. When a third-party manager is used, the third-party manager's fee (0.35%) is included in the above schedule. Total client fees will not exceed 3% of assets under management when a third-party investment adviser is used.
Fee Estimator
Location
336 Cumberland St S, Lebanon, PA, 17042
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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
Beyond Your Exit Wealth Management
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
TD Ameritrade, INC.Broker
Amerivest Investment Management, LLC
TD Ameritrade, INC.
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
State Registrations1 state
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