Thomas Michalowski
Thomas Michalowski is a registered investment advisor at Foundations Investment Advisors LLC, based in Mt Pleasant, WI, 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, Education Planning, Estate Planning, Federal Employees, and 6 more. Their firm serves 29,663 clients with $10B 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 | 2.00% |
Maximum annual advisory fee is 2.00%. Fees are negotiable. Accounts with more than three investment strategies incur an additional $15 annual fee per extra strategy, and all accounts pay a $50 annual administrative and technology fee.
Fee Estimator
Location
13200 Globe Drive, Suite 112, Mt Pleasant, WI, 53177
Get directionsHistory
Regulatory History (1)
Financial
February 2026Other Business ActivitiesSells Insurance
Thomas is an independent insurance agent selling insurance products to clients, dedicating about 10-20% of his time. He is also the owner/advisor of TM Financial Strategies, the DBA firm through which he conducts his advisory business.
Employment History
Current Registrations
Foundations Investment Advisors LLC
Previous Registrations
Portfolio Medics, LLC
Foundations Investment Advisors LLC
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.
Exams
More Advisors
- Melissa Schafer, ChFCState Farm Investment Management CORP.