Thomas Everett Investments provides investment advice and financial planning services. They offer both discretionary and non-discretionary asset management, including options through SEI Managed Account Solutions. They also provide services to retirement plans, acting as either a limited scope ERISA 3(21) fiduciary or an ERISA 3(38) investment manager. Financial planning services include a comprehensive evaluation of an investor's current and future financial state. They may also recommend third-party managers.
Assets Under Management$4.3M
Clients68
Advisors1
Avg. per Client$63K
Avg. per Advisor$4.3M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 2.00% |
| $25K - $50K | 1.70% |
| $50K - $100K | 1.40% |
| $100K - $500K | 1.35% |
| $500K - $750K | 1.15% |
| $750K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.60% |
| $4.0M - $5.0M | 0.55% |
| $5M+ | 0.55% |
Annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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