Thomas April is a registered investment advisor at Huntleigh Advisors, INC., based in Chesterfield, 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 Business Owners, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,628 clients with $630M 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 $1.0M | 2.00% |
| $1.0M - $10.0M | 1.50% |
| $10M+ | 1.00% |
The annual fee and assets under management levels are negotiable based upon certain criteria.
Fee Estimator
Location
15400 S. Outer Forty, Suite 201, Chesterfield, MO, 63017
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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 Activities
Thomas is a consultant for Flamingo Key, LLC, a bed and breakfast in New Haven, MO. He spends about 10-20% of his time on this non-investment related activity.
Employment History
Current Registrations
Huntleigh Advisors, INC.
Huntleigh Securities CorporationBroker
Previous Registrations
Oppenheimer & CO. INC.Broker
Painewebber IncorporatedBroker
Birchtree Financial Services, INC.Broker
Shearson Lehman Hutton INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
State Registrations11 states
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