Thomas Story and Son LLC is an investment advisor that manages investment portfolios for clients. They use a bottom-up approach to fundamental analysis, primarily focusing on long-term investments. The firm's investment strategies involve the risk of loss. Thomas Story and Son LLC may buy or sell securities that it also recommends to clients. The firm aggregates trades for multiple clients to promote fairness.
Assets Under Management$330M
Clients39
Advisors2
Avg. per Client$8.4M
Avg. per Advisor$160M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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