Thomas Meaglia
Thomas Meaglia is a ChFC-designated registered investment advisor at Coppell Advisory Solutions LLC, based in La Verne, CA, with 42 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 8,850 clients with $1.1B 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 $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees are calculated monthly in arrears based on average daily balance. Fees are negotiable for accounts over $2,500,000.
Fee Estimator
Location
2481 Santiago, La Verne, CA, 91750
Get directionsHistory
Regulatory History (24)
Customer Dispute
May 2003Regulatory
March 2001Customer Dispute
February 2000Customer Dispute
August 1998Customer Dispute
May 1998Customer Dispute
April 1998Customer Dispute
March 1998Customer Dispute
October 1997Customer Dispute
October 1997Customer Dispute
July 1997Customer Dispute
May 1997Customer Dispute
April 1997Customer Dispute
April 1997Customer Dispute
March 1997Customer Dispute
March 1997Customer Dispute
January 1997Customer Dispute
August 1996Regulatory
July 1996Customer Dispute
January 1996Customer Dispute
August 1995Customer Dispute
September 1994Customer Dispute
February 1994Employment Separation After Allegations
January 1994Regulatory
October 1993Other Business ActivitiesSells Insurance
Thomas sells fixed insurance and annuities, dedicating about half of his time to this activity.
Employment History
Current Registrations
Coppell Advisory Solutions LLC
Previous Registrations
Stockbridge Financial Services, LLC
Meridian Capital Group, INC.Broker
Cruttenden Roth IncorporatedBroker
Everen Securities, INC.Broker
Bateman Eichler, Hill Richards, IncorporatedBroker
Shearson Lehman Hutton INC.Broker
E. F. Hutton & Company INCBroker
Ids Life Insurance CompanyBroker
Investors Diversified Services, INC.Broker
Ids Marketing CorporationBroker
State Registrations3 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
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