Advisor at Dreher Financial Partners
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Firm
Dreher Financial Partners
Location
Southern Pines, NC 28387
Credentials
CFP®, Series 63, Series 65
Industry experience
26 years
Thomas Velevis is a CFP® professional with 26 years of industry experience, currently serving at Dreher Financial Partners in Southern Pines, NC. He has worked at H.S. Dreher Capital Management (formerly Longleaf Capital Management) since 2001. Dreher Financial Partners advises retirees and individuals planning for retirement, providing discretionary investment management and financial planning services focused on income and spending needs. The firm emphasizes fundamental security analysis, individual security selection, and detailed cash-flow analyses, serving individual and joint accounts, trusts, retirement accounts, employer retirement plans, and nonprofit endowments.
Based on Dreher Financial Partners
$0 - $1,000,000: 0.80% $1,000,000+: 0.50% $1,000,000 - $3,000,000: 0.40% $3,000,000 - $6,000,000: 0.20% $6,000,000+: 0.10% $0 - $500,000: 0.80% $500,000+: 0.50%
Minimum fee: $4,800 annually for individuals; $5,000 annually for employer-sponsored retirement plans; $2,500 annually for non-profit endowments. Minimum fees may be reduced or waived at firm's discretion. Fee-only: Firm is fee-only and does not receive commissions.
275 Se Broad Street
Southern Pines, NC 28387
North Carolina
H.S. Dreher Capital Mgt(formerly Longleaf Capital Mgt)
2001 - Present (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
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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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.
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