Thomas Doellman is a registered investment advisor at Lexaurum Advisors, based in Chesterfield, MO, with 4 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,230 clients with $1.3B 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 | 2.00% |
| $2.0M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Fee Estimator
Location
Chesterfield, MO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas is a consultant at Scottsdale Wealth Planning, dedicating a few hours per week as a member of the Investment Committee. He also works nearly full-time as an Associate Professor of Finance at Saint Louis University.
Employment History
Current Registrations
Lexaurum Advisors
State Registrations2 states
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