Thomas Rianhard is a registered investment advisor at Budnick Capital, LLC, based in East Hartford, CT, with 10 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Budnick Capital does not directly manage investments. Instead, Budnick refers clients to third-party investment managers (TPMs) through AssetMark. The total annual fee for these services could reach 2%, but Budnick ensures it doesn't exceed this limit. The fees include a financial advisor fee (up to 1.00%), a platform fee (0.00% - 1.25%), and an investment manager fee (0.10% - 1.20%). Budnick's fee will not exceed AssetMark's fee. Clients can terminate AssetMark accounts at any time and receive a pro-rata refund of unearned fees.
Location
95 Leggett Street, East Hartford, CT, 06108
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas is the Vice President and Market Strategist at BK Capital LLC since 2022. This investment-related activity takes nearly full-time hours, with 140 hours dedicated to securities trading.
Employment History
Current Registrations
Budnick Capital, LLC
Previous Registrations
Pasi Investments, LLC
Fmi
State Registrations1 state
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