Thomas Foertsch is a registered investment advisor at Volsurface Capital Management, LLC, based in Chicago, IL, with 10 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Volsurface Capital Management's Separately Managed Accounts (SMA) are subject to the following fees:
- Asset-Based Advisory Fee: 0.5% of the account value per quarter (2.00% annually).
- Performance-Based Advisory Fee: 20% of the "New Net Profits" experienced in the client's account, assessed quarterly. This fee is only charged to clients meeting the definition of a "Qualified Client".
Location
980 North Michigan Avenue, Suite 1220, Chicago, IL, 60611
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas has a realtor's license and spends a few hours per week in that role. He is also the CEO of Exchange Capital Resources, a consulting firm, dedicating about a quarter of his time to this role.
Employment History
Current Registrations
Volsurface Capital Management, LLC
State Registrations1 state
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