Advisor at Thomas Everett Investments, LLC
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Firm
Thomas Everett Investments, LLC
Location
Columbus, OH
Credentials
Series 66
Industry experience
8 years
Freddie Everett is a financial advisor at Thomas Everett Investments, LLC in Columbus, Ohio, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at Edward Jones and Hardimann Investment Management, Inc. He is also involved with Columbus Bible Way Church, Inc. in a pastoral capacity. Thomas Everett Investments is an independent registered investment adviser offering portfolio management, financial planning, retirement-plan consulting, and educational workshops to individuals, trusts, charitable organizations, and business entities. The firm primarily manages client assets on a non-discretionary basis and employs fundamental, technical, and quantitative analysis while recommending third-party money managers and SEI-managed account solutions.
Based on Thomas Everett Investments, LLC
Based on Thomas Everett Investments, LLC
Financial planning fees: $1,000 to $8,000 flat fee
$0 - $25,000: 2.00% annually $25,001 - $50,000: 1.70% annually $50,001 - $100,000: 1.40% annually $100,001 - $500,000: 1.35% annually $500,001 - $750,000: 1.15% annually $750,001 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.85% annually $2,000,001 - $3,000,000: 0.70% annually $3,000,001 - $4,000,000: 0.60% annually $4,000,001 - $5,000,000: 0.55% annually $5,000,001+: Negotiable
Fee-only: Financial planning flat fees ranging from $1,000 to $8,000
Columbus, OH
Ohio
Columbus Bible Way Church, Inc.
2024 - Present (2 years)
Thomas Everett Investments, LLC
2022 - Present (4 years)
Hardimann Investment Management, Inc.
2019 - 2021 (2 years)
Freddie Everett, Sole Proprietor
2019 - Present (7 years)
Thomas Everett Investments, LLC
2019 - Present (7 years)
Edward Jones
2017 - 2019 (2 years)
AdvoCare International, LLC
2015 - 2023 (8 years)
Campbell Soup Company
2008 - 2016 (8 years)
Columbus Bible Way Church, Inc.
1999 - 2024 (25 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
CFP®, ChFC®, Series 65, CLU®
Columbus, OH
ClearMind Capital
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