Thomas Staerker is a registered investment advisor at Saxon Financial Group, based in Houston, TX, with 9 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 509 clients with $680M 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 $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable at the sole discretion of the firm. Aggregate assets under management are taken into consideration.
Fee Estimator
Location
1177 West Loop S, Suite 1825, Houston, TX, 77027
Get directionsHistory
Regulatory History (1)
Financial
November 2016Other Business Activities
Thomas is a managing partner of Staerker Brothers LLC since January 2022. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Saxon Financial Group
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations1 state
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
More Advisors
- Bretton Williams, CFPSaxon Financial Group
- Ashley Trlica, CFPSaxon Financial Group
- Paul Love, ChFCSaxon Financial Group
- Brandon Ivy, CFPSaxon Financial Group
- Lauren Smith, CFPConcurrent Investment Advisors, LLC
- Thomas Hunt, CFAEagle Global Advisors LLC