Thomas Arisco is a registered investment advisor at Innovative Wealth Management, based in Trumbull, CT. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 89 clients with $9.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.50% |
Fees are negotiable. IWM also offers portfolio management via Charles Schwab's Institutional Intelligent Portfolios Program with different fee schedules depending on whether the client engages IWM for on-going planning services.
Fee Estimator
Location
Trumbull, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Innovative Wealth Management
State Registrations1 state
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