Thomas Story is a registered investment advisor at Thomas Story and Son LLC, based in Plymouth, IN, with 17 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 39 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fee Estimator
Location
16773 13th Road, Plymouth, IN, 46563-9374
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Thomas Story and Son LLC
State Registrations8 states
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