Jennifer Thomas is a registered investment advisor at Tri-Ad Capital Management I, LLC, based in Escondido, CA, with 14 years of industry experience. Jennifer 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 54 clients with $460M 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 | 0.60% |
| $500K+ | 0.40% |
Additional costs associated with the SnapIRA® program include program/technology, custodial fees and mutual fund expenses.
Fee Estimator
Location
221 W. Crest St., Ste. 300, Escondido, CA, 92025
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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
Tri-Ad Capital Management I, LLC
Previous Registrations
Tri-Ad Capital Management, INC.
State Registrations2 states
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.