Brett Thomas is a registered investment advisor at Fractal Financial Design, LLC, based in Litchfield, OH, with 12 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 51 clients with $31M 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 | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.85% |
Fees are individually contracted and not to exceed 1.5% of assets under management. An annual flat technology fee is also levied on active accounts.
Fee Estimator
Location
8979 Norwalk Road, Litchfield, OH, 44253
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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
Fractal Financial Design, LLC
Previous Registrations
S.C. Thomas & Associates, CPA
State Registrations1 state
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