Thomas C. Klein and Company, LLC offers investment management services, focusing on a conservative growth approach. The company invests in stocks, bonds, mutual funds, and exchange-traded funds. Thomas C. Klein and Company, LLC also provides hourly advice for specific investment or portfolio reviews, venture capital fund investments, and investments in private companies. Clients cannot impose restrictions on investment management services, but can hire the company for personal advice on an hourly basis with a particular focus.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are not negotiable; however, the Company reserves the right to charge a lower fee in certain special circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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