Thomas Kopelman is a registered investment advisor at Allstreet Wealth, based in Westfield, IN, with 6 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 128 clients with $65M 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $6.0M | 0.70% |
| $6.0M - $10.0M | 0.60% |
| $10.0M - $15.0M | 0.50% |
| $15.0M - $20.0M | 0.40% |
| $20M+ | 0.35% |
This schedule applies to AllAUM clients. For AllPlan and AllPlan+ clients who are business owners, the investment management fee is 0.35% of AUM. For AllPlan and AllPlan+ clients who are employees, investment management is included for up to $2,000,000 and $2,500,000, respectively. Fee is not blended. Your fee will be adjusted to the corresponding tier as your AUM grows. We will make fee change reviews every other year. Fees may be negotiable in certain cases.
Fee Estimator
Location
Westfield, IN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Thomas co-owns AllStreet Academy LLC, building educational courses, and is a promoter for Miracle Mile Advisors LLC, providing financial planning. He also works as a consultant for other advisors and is Head of Community for Wealth.com, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Allstreet Wealth
Previous Registrations
Rls Wealth
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations7 states
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.