Thinking Big Financial
DBA: Thinking Big Financial Inc.
355 COURT STREET, Brooklyn, New York 11231
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.
No criminal, civil, or regulatory disclosures found in SEC or FINRA records.
This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.
Fee Structure
Detailed Fee Schedule
a prorated basis. Investment Management Services Our standard annual advisory fee is 1.00% of the client’s adjusted gross income (“AGI”) + 0.35% of the client’s net worth as agreed-to between Thinking Big and the client, subject to a minimum annual fee of $6,000 for individuals and $8,000
Source: Form ADV Part 2 BrochureCompensation Transparency
- Also offers proprietary investment products
These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.