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Thomas Hlohinec

13 Years of Experience
St Petersburg, FL

Thomas Hlohinec is a registered investment advisor at Cig Asset Management, based in St Petersburg, FL, 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. Their firm serves 1 clients with $12K in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
1 client
Average Client Portfolio
$12K average
Assets Under Management
$12K

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100.0M0.30%
$100.0M - $250.0M0.25%
$250.0M - $500.0M0.20%
$500M+0.15%

Fees are generally not negotiable.

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

St Petersburg, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Thomas is the CEO of Rise Financial Partners, spending nearly full-time managing portfolios. He also has ownership stakes in Rise Realty GP, Rise Collective Group, and Hlohinec Holdings LLC, dedicating minimal time to each.

Employment History
Current Registrations
Cig Asset Management
June 2023 - Present · 2 yrs 10 mos
Rise Financial Partners
October 2019 - Present · 6 yrs 6 mos
Previous Registrations
Fs Investment Solutions, LLCBroker
June 2012 - August 2019 · 7 yrs 2 mos
State Registrations2 states
FLMI
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.