Thomas Burdg is a registered investment advisor at Tbcpa, INC., based in Fernandina Beach, FL, with 21 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, Tax Planning. Their firm serves 24 clients with $23M 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 $200K | 1.75% |
| $200K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees over $2,000,000 are variable, never in excess of 1.00%.
Fee Estimator
Location
Fernandina Beach, FL
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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 →Other Business Activities
Thomas is a CPA providing accounting services through TBCPA, Inc. since 1991, dedicating about 10-20% of his time. He also works as a financial planner for Front Porch Financial Planning, dedicating nearly full-time hours.
Employment History
Current Registrations
Tbcpa, INC.
Previous Registrations
J. W. Cole Advisors, INC.
Thomas Burdg Consulting, INC.
Triad Advisors, INC.
Thrivent Investment Management INC.
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.