Thomas Rush
Thomas Rush is a registered investment advisor at Tremont Street Advisors, LLC, based in League City, TX, with 13 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, Retirement Planning. Their firm serves 87 clients with $69M 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 $3.0M | 2.00% |
| $3M+ | 1.00% |
Annual fee may be negotiable. When utilizing the programs offered through SIMC, the fees charged by Tremont Street Advisors are in addition to the fees charged by SIMC, which typically range from 0.10% - 1.25% of the portfolio’s average daily net assets.
Fee Estimator
Location
4440 W Main Street, League City, TX, 77573
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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 →Other Business ActivitiesSells Insurance
Thomas is an insurance agent for various independent insurance companies through Tremont Street Insurance Services, LLC since 2014. He is also a CPA at Ham, Langston & Brezina LLP since 2015, and involved in training/administration at Tremont Street Financial Group, LLC since 2014.
Employment History
Current Registrations
Tremont Street Advisors, LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
1st Global Advisors INC
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.