Thomas Holloway
Thomas Holloway is a registered investment advisor at Heritage Retirement Advisors, LLC, based in Colleyville, TX, with 14 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 334 clients with $280M 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 $250K | 1.92% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $2.0M | 0.80% |
| $2.0M - $4.0M | 0.65% |
| $4M+ | 0.60% |
Fees are negotiable. Qualified clients may be charged one-half of the standard asset management fee schedule, plus a performance-based fee of 20% of the outperformance compared to an agreed-upon index.
Fee Estimator
Location
607 Cheek Sparger Road, Suite 150, Colleyville, TX, 76034
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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
Heritage Retirement Advisors, LLC
Previous Registrations
Bft Financial Group, LLC
State Registrations1 state
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