Thomas Gillespie
Thomas Gillespie is a registered investment advisor at Gillespie Associates LLC., based in Bainbridge Island, WA, with 28 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 10 clients with $3.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable above $10,000,000. Firm also offers a performance-based fee structure: 10% of net pre-tax profits above a 2% annual gain.
Fee Estimator
Location
Bainbridge Island, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Gillespie Associates LLC.
State Registrations1 state
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