Thomas Lennox is a registered investment advisor at Vela Investment Management, LLC, based in New Albany, OH, with 2 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 168 clients with $490M 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 | 0.75% |
The annual investment management fee is 0.75% for the Small Cap and All Cap Concentrated strategies. For the Large Cap strategy, the investment management fee is 0.50%. For clients in the Connect Program, the annual investment management fee is 0.50%.
Fee Estimator
Location
220 Market Street Suite 208, New Albany, OH, 43054
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas provides consulting services through Consulting DIB in New Albany, Ohio, where he is president. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Vela Investment Management, LLC
State Registrations1 state
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