Thomas Twombly
Thomas Twombly is a registered investment advisor at Lucien Stirling & Gray Advisory Group INC, based in Austin, TX, with 42 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, Retirement Planning. Their firm serves 147 clients with $150M 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 $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $8.0M | 0.80% |
| $8.0M - $12.0M | 0.60% |
| $12.0M - $15.0M | 0.50% |
| $15M+ | 0.40% |
Discounts apply to households with assets meeting specific custodian and billing criteria. Fees are generally not negotiable.
Fee Estimator
Location
7800 N. Mopac Expy, Suite 340, Austin, TX, 78759
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Lucien Stirling & Gray Advisory Group INC
Previous Registrations
Lucien, Stirling & Gray Financial CorporationBroker
First Affiliated SecuritiesBroker
Lloyd Gordon Security Investments, INC.Broker
First Investors CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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