TB
TB

Thomas Brotanek

4 Years of Experience
Middletown, NY

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
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
11 clients
Average Client Portfolio
$41K average
Assets Under Management
$451K

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Middletown, NY

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Aviles Capital Management LLC
October 2021 - Present · 4 yrs 6 mos
State Registrations1 state
NY
Advisor

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.

Exams
No exam information available for this advisor.