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Tom French Jr.

Advisor at Grimes & Company

Updated today

Location

Frankston, TX

Credentials

Series 66

Industry experience

21 years

About

Tom French Jr. is a financial advisor at Grimes & Company with 21 years of industry experience. He holds the Series 66 designation and has worked at Grimes & Company since 2017, following an 11-year tenure at TD Ameritrade. Grimes & Company Wealth Management provides investment management and financial planning services to individuals, business entities, trusts, estates, charitable organizations, pension and profit-sharing plans, and government entities. The firm manages approximately $5.6 billion in assets across a multi-team platform, offering customized investment strategies that include mutual funds, ETFs, individual securities, and alternative structures, along with retirement plan services and sub-advisory arrangements.

Client services

Based on Grimes & Company

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Grimes & Company

Options & derivatives strategies Private / alternative investments ESG / Sustainable investing

Occupation focus

Based on Grimes & Company

Founder/Business Owner Retired

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Fee options

Fixed

Advanced financial planning services on a separate and additional fee basis for clients with less than $1 million AUM.

Percentage

$0 - $500,000: 1.25% $500,000.01 - $2,000,000: 1.00% $2,000,000.01 - $7,000,000: 0.75% $7,000,000.01 - $10,000,000: 0.65% $10,000,000.01+: 0.50%

Other

Account minimum: $500,000 Fee-only: Annual asset-based fees as per tiered schedule; no commissions received from product sales.

Location

Frankston, TX

Most active in

Texas

Work history

Grimes & Company, Inc.

2017 - Present (9 years)

TD ameritrade

2006 - 2017 (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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