Advisor at Momentum Investment Management, LLC
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Firm
Momentum Investment Management, LLC
Location
Holyoke, MA
Credentials
Series 63, Series 65
Industry experience
18 years
Thomas Homan is a financial advisor with Momentum Investment Management, LLC in Holyoke, MA. He holds Series 63 and Series 65 designations and has 18 years of industry experience. Homan has led Momentum Investment Management since 2010. Outside of his advisory role, he owns and manages a rental property business. Momentum Investment Management is an independent, single-advisor firm providing discretionary portfolio management and hourly financial planning primarily to individual clients, including high-net-worth individuals. The firm employs a combination of charting, fundamental and technical analysis, and uses derivatives and margin strategies in client accounts, with all portfolio oversight conducted by Homan.
Based on Momentum Investment Management, LLC
Based on Momentum Investment Management, LLC
$1 - $250,000: 2.00% $250,001 - $499,999: 1.50% $500,000 - $1,000,000: 1.25% Above $1,000,000+: 1.00%
$175 per hour (negotiable)
Holyoke, MA
Massachusetts
Momentum Investment Management, LLC
2010 - Present (16 years)
3 Family House
2002 - Present (24 years)
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