Thomas Dobesh is a CFA-designated registered investment advisor at Crosspath Capital, based in Kansas City, MO. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K+ | 0.50% |
Fees are calculated on a blended tier schedule and are negotiable.
Fee Estimator
Location
Kansas City, MO
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 →Employment History
Current Registrations
Crosspath Capital
State Registrations2 states
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
More Advisors
- Zachary Emslie, CFPBluevine Advice
- Bret Ohlhausen, ChFCState Farm Investment Management CORP.
- Kyle Hill, CFPSmartpath Advisors
- Frank Maggiorotto, CFA, CFPFirst National Advisers, LLC
- Ryan Poage, CFP
- James Mcmurtry, CFPLPL Financial LLC