Thomas Smith is a CFP-designated registered investment advisor at Integrated Advisors Network LLC, based in Columbia, SC, with 8 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 7,433 clients with $4.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrated Advisors Network offers investment management services based on a percentage of your portfolio's value. The annual fee can be up to 2.95%, but the exact percentage depends on the specific investment options and the fee schedule of the advisor representative you work with. Fees are typically billed monthly or quarterly, either directly from your account or via invoice. There is a minimum portfolio value of $50,000 to use this service.
Location
250 Berryhill Rd, Suite 510, Columbia, SC, 29210
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas is an Assistant Operations Officer in the South Carolina Army National Guard since 2018. This takes about 10-20% of his time, with minimal time spent during securities trading hours.
Employment History
Current Registrations
Integrated Advisors Network LLC
Previous Registrations
First Command Advisory Services
First Command Financial Planning, 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.