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Thomas Molosky

11 Years of Experience
Milwaukee, WI

Thomas Molosky is a registered investment advisor at Global Value Investment Corporation, based in Milwaukee, WI, with 11 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 142 clients with $190M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
142 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$194.3M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.25%
$1.0M - $5.0M1.00%
$5M+0.75%

Fee schedule is negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1433 N Water Street, Suite 400, Milwaukee, WI, 53202

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Thomas is a beneficial owner of Tuscola Farms, LLC, a real estate company, since December 2024. He spends minimal time on various aspects of property rentals.

Employment History
Current Registrations
Global Value Investment Corporation
April 2016 - Present · 10 yrs 1 mo
Previous Registrations
Milwaukee Institutional Asset Management
October 2014 - April 2016 · 1 yr 6 mos
State Registrations2 states
TXWI
Advisor

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
No exam information available for this advisor.
Thomas Molosky - Financial Advisor | TrueAdvisor