Thomas Nilsson
Thomas Nilsson is a registered investment advisor at Epic Advisory Services CORP, based in Key Biscayne, FL, with 11 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 177 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Epic Advisory charges a percentage of the value of your account annually. The fee depends on the type of account (discretionary or non-discretionary) and the amount you have invested. A portion of the fees may be shared with a sub-advisor if one is appointed.
The annual fees are:
- Over $50,000,000: 0.75%
- $25,000,000 to $49,999,999: 0.85%
- $10,000,000 to $24,999,999: 1.00%
- Up to $9,999,999: 1.50%
Fees are negotiable and may be reduced or waived at Epic Advisory's discretion.
Location
Key Biscayne, FL
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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 Activities
Thomas is the CCO for Epic Advisory Services Corp since 2015 and is involved with several investment and real estate companies, including Tumbling Dice Investments LLC, Blue Vibes Investments LLC, Coral Nest LLC, and Fahrenheit 212 LLC. He dedicates a few hours per week to Tumbling Dice Investments LLC and Blue Vibes Investments LLC, and minimal time to Coral Nest LLC.
Employment History
Current Registrations
Epic Advisory Services CORP
Epic Capital Securities
Epic Capital SecuritiesBroker
State Registrations16 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.