Thomas Skelton is a CFP-designated registered investment advisor at Oneseven, based in Warren, PA, 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 Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 5,456 clients with $4.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OneSeven's investment management fees range from 0.05% to 2.00% annually, depending on the size and complexity of the client relationship and the services provided. Fees are paid quarterly or monthly in advance, except for former MGOIA clients who pay in arrears. Certain accounts may be charged additional fees of up to 0.5% for services not covered under the typical portfolio management arrangement, such as financial planning or working with other professionals. Fees are negotiable.
Location
546 Main Ave, Warren, PA, 16365
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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 →Other Business ActivitiesSells Insurance
Thomas is involved in several business activities, including Skelton Financial LLC, Hemlock Wealth Management LLC, and TC Kiwi Properties LLC. He also has an advisory revenue sharing agreement with Calvert Pearson Insurance Group, selling life and health insurance, and sells fixed/indexed insurance through Wealthvest.
Employment History
Current Registrations
Oneseven
Previous Registrations
B. Riley Wealth Advisors, INC.
United Advisors Services, LLC
Cetera Investment Services LLCBroker
Obs Brokerage Services, INC.Broker
Northwest Advisors, INC.
State Registrations1 state
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