Thomas Farrer is a registered investment advisor at Core Wealth Advisors, based in Indianapolis, IN, with 5 years of industry experience. 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, Insurance Planning, and 3 more. Their firm serves 146 clients with $130M 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 | 1.00% |
| $1.0M - $1.5M | 0.95% |
| $1.5M - $2.0M | 0.85% |
| $2.0M - $2.5M | 0.80% |
| $2.5M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.65% |
Fees are negotiable for accounts over $5,000,001. CORE Preservation advisory fees are lower. Minimum annual advisory fee is $500.
Fee Estimator
Location
150 W Market St, Suite 712, Indianapolis, IN, 46204
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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 is the founder and an agent at Summit Wealth Solutions, LLC, a non-investment related business offering tax preparation services to existing clients. He anticipates dedicating a few hours per week to this seasonal work, primarily in February and March.
Employment History
Current Registrations
Core Wealth Advisors
Previous Registrations
Teach Plan Retire, Ael Wealth Management
State Registrations2 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.