Thomas Investment Advisors (TIA) offers wealth management services, including investment management and financial planning, to individuals and high net worth individuals. TIA creates customized investment strategies using low-cost, diversified mutual funds and exchange-traded funds (ETFs). TIA also provides standalone financial planning services covering investment planning, retirement planning, and education savings. TIA acts as a fiduciary, committed to acting in the client's best interest.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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