Thomas Ogden is a registered investment advisor at Ogden, Thomas, based in Monterey, CA, 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 Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Thomas Ogden offers wealth management services where fees range from 0.85% to 1.2% annually, based on factors like the complexity of services, assets managed, inclusion of financial planning, and the overall relationship. Fees are based on the market value of assets under management at the end of the prior calendar quarter and are paid monthly in arrears. Fees may be negotiable.
Location
Monterey, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas is a solo practitioner lawyer under his own name since 2007, providing legal advice. He devotes full-time hours to this business during trading hours.
Employment History
Current Registrations
Ogden, Thomas
State Registrations1 state
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