Thomas Wolf
Thomas Wolf is a registered investment advisor at Lincoln Investment, based in Central Islip, NY, with 49 years of industry experience. Thomas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 138,369 clients with $22B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Maximum annual advisor fee is 1.25%, which is negotiable. Clients also pay platform fees ranging from 0.02% to 0.24% depending on the platform and account size.
Fee Estimator
Location
Central Islip, NY
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2013Other Business ActivitiesSells Insurance
Thomas is a sole proprietor involved in the sale and service of fixed annuities and life insurance since 2012. This activity takes a few hours per week.
Employment History
Current Registrations
Lincoln Investment
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Great American Advisors, INC.Broker
Pmg Securities CorporationBroker
Aetna Life Insurance and Annuity CompanyBroker
G. R. Phelps & CO., INC.Broker
State Registrations13 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.