Thomas and Company offers ongoing investment management services. They manage accounts based on your financial situation, investment goals, and risk tolerance. Thomas and Company primarily invests in mutual funds, exchange traded funds (ETFs), exchange-listed securities, over-the-counter securities, foreign issues, corporate debt securities, municipal securities, and U.S. Government securities. You can place reasonable restrictions on your account.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
Fees are negotiable based on the type of client, the complexity of the client's situation, the composition of the client's account, the potential for additional account deposits, the relationship of the client with the investment adviser representative, and the total amount of assets under management for the client.