TH
CFP
TH
CFP

Thomas Henrichs

49 Years of Experience
St. Louis, MO
1 DisclosureBroker

Thomas Henrichs is a CFP-designated registered investment advisor at Benjamin F. Edwards & Company, Incorporated, based in St. Louis, MO, with 49 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, Investment Management, Retirement Planning. Their firm serves 30,126 clients with $16B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
488 advisors
Number of Clients
30,126 clients
Average Client Portfolio
$520K average
Assets Under Management
$15.7B

Fee Structure

Minimum Annual Fee:$125

BFE offers investment management through various programs. The fees are calculated as a percentage of the value of your account. The total fee you pay covers BFE's advisory services and, if applicable, the fees for portfolio management services. The maximum total fee is 2.50% annually, but BFE reserves the right to increase the total fee by five percent per calendar year. There is a minimum annual fee of $125 that applies to all BFE investment advisory accounts. Fees are negotiable and are charged quarterly in advance based on the average daily asset value of your account from the previous quarter.

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Location

One North Brentwood Boulevard, Suite 850, St. Louis, MO, 63105

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2000
Award / Judgment
Other Business Activities

Thomas serves as an investment trust advisor for the John H. Uhlig Living Trust. He dedicates minimal time to this activity each month.

Employment History
Current Registrations
Benjamin F. Edwards & Company, INC.
November 2009 - Present · 16 yrs 6 mos
Benjamin F. Edwards & Company, INC.Broker
November 2009 - Present · 16 yrs 6 mos
Previous Registrations
Bfe Asset Management, LLC
November 2009 - May 2010 · 6 mos
Wells Fargo Advisors, LLCBroker
January 2008 - November 2009 · 1 yr 10 mos
Wells Fargo Advisors, LLC
January 2008 - November 2009 · 1 yr 10 mos
A. G. Edwards & Sons, INC.
December 2000 - January 2008 · 7 yrs 1 mo
A. G. Edwards & Sons, INC.Broker
July 1991 - January 2008 · 16 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1978 - July 1991 · 12 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
May 1976 - September 1978 · 2 yrs 4 mos
State Registrations24 states
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AdvisorBrokerBoth

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
No exam information available for this advisor.
Thomas Henrichs - Financial Advisor | TrueAdvisor