Thomas Stockett
Thomas Stockett is a registered investment advisor at Cleveland Wealth, LLC, based in Cleveland, OH, 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 396 clients with $510M 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 | 1.50% |
| $500K - $1000K | 1.35% |
| $1.0M - $2.5M | 1.15% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.65% |
Fees are negotiable.
Fee Estimator
Location
600 Superior Avenue East, Suite 2550, Cleveland, OH, 44114
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 an independent insurance agent selling fixed insurance products since 2010, dedicating full-time hours to this. He also owns FKS Consulting, Inc. DBA Structured Growth Strategies, CW Insurance, LLC, and CW Settlements, LLC, spending about half his time on these activities.
Employment History
Current Registrations
Cleveland Wealth, LLC
Previous Registrations
Brokers Financial
Brokers International Financial Services, LLC.Broker
State Registrations1 state
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