Thomas Brotanek is a registered investment advisor at Aviles Capital Management LLC, based in Middletown, NY, with 4 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 11 clients with $450K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are not negotiable. Advisory fees do not include separate transaction fees or brokerage commissions.
Fee Estimator
Location
Middletown, NY
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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
Aviles Capital Management LLC
State Registrations1 state
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Exams
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