Anthony Thome

29 Years of Experience

Bellevue, WA

1 DisclosureSells Insurance

Anthony Thome is a registered investment advisor at Thome Financial, based in Bellevue, WA, with 29 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 26 clients with $54M in assets under management.

Thome Financial

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

1 advisor

Number of Clients

26 clients

Average Client Portfolio

$2.1M average

Assets Under Management

$53.7M

Fee Structure

Planning is included in investment management (also available separately)

Portfolio-Based Fees (Tiered)

Portfolio Value	Annual Fee
Up to $5.0M	1.00%
$5M+	0.50%

Fees are negotiable but cannot exceed the stated fee schedule.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

View Full SEC Brochure

Location

10210 NE 8th Street, Suite 200, Bellevue, WA, 98004

Get directions

History

Regulatory History (1)

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Regulatory

October 2012

Final

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Anthony is the sole licensed insurance agent for Thome Financial Management, LLC, selling health, disability, long-term care, and life insurance since 2004. He dedicates about 10-20% of his time to this activity, outside of securities trading hours.

Employment History

Current Registrations

Thome Financial

January 2004 - Present · 22 yrs 4 mos

Previous Registrations

Stonebridge Securities, LLC.Broker

January 2004 - November 2006 · 2 yrs 10 mos

Ra Bench Securities, INC.Broker

June 2002 - January 2004 · 1 yr 7 mos

Ra Bench

September 1999 - April 2004 · 4 yrs 7 mos

Nathan & Lewis Securities, INC.Broker

July 1999 - November 2002 · 3 yrs 4 mos

Sei Investments Distribution CO.Broker

February 1995 - July 1997 · 2 yrs 5 mos

State Registrations1 state

Advisor

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

No exam information available for this advisor.

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