Daniel Thomas is a PFS-designated registered investment advisor at Thomas Investment Advisors LLC, based in Newport Beach, CA. Daniel 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
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Location
3991 Macarthur Boulevard, Suite 240, Newport Beach, CA, 92660
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel is a partner at Thomas & Thomas, a CPA firm, dedicating full-time hours to managing the practice and providing tax services. He also serves as a trustee for The Group Insurance Trust, a health insurance trust, spending minimal time on this role.
Employment History
Current Registrations
Thomas Investment Advisors LLC
State Registrations1 state
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