Tomas Blanno
Tomas Blanno is a ChFC-designated registered investment advisor at Tomas A. Blanno and Company, LLC, based in Roswell, GA, with 22 years of industry experience. Tomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 37 clients with $24M 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 $250K | 2.50% |
| $250K - $500K | 2.00% |
| $500K+ | 1.75% |
Fee Estimator
Location
Roswell, GA
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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 ActivitiesSells Insurance
Tomas is an insurance agent through Tomas A Blanno and Company, LLC since 2004. Tomas also offers tax preparation services, dedicating minimal time to this activity.
Employment History
Current Registrations
Tomas A. Blanno and Company, LLC
Previous Registrations
Securities America Advisors, INC.
Veravest Investment Advisors, INC.
State Registrations2 states
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.