Thomas Price
Thomas Price is a registered investment advisor at Hungerford Financial LLC, based in Grand Rapids, MI, with 32 years of industry experience. Thomas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 349 clients with $490M 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 | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.65% |
Fees above $10,000,000 are negotiable. A minimum annual management fee of $1,200 per account applies. Third-party investment adviser programs charge separate fees ranging from 0.50% down to 0.20%.
Fee Estimator
Location
2910 Lucerne Drive Se, Grand Rapids, MI, 49546
Get directionsHistory
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
Thomas owns Genesis Financial for personal tax preparation and is the Director of Wealth Management at Hanc Wealth Management LLC, Hungerford Financial, and Hungerford Wealth. He also owns Thomas J Price Independent Insurance, selling life, health, and other non-variable insurance.
Employment History
Current Registrations
Hungerford Financial LLC
United Planners' Financial Services of America a Limited PartnerBroker
Previous Registrations
United Planners' Financial Services of America a Limited Partner
Qa3 Financial LLC
Qa3 Financial CORP.Broker
Questar Capital CorporationBroker
Pacific Select Distributors, INC.Broker
Comerica Securities
Comerica SecuritiesBroker
Capital Brokerage CorporationBroker
Old Kent Financial AdvisorsBroker
Gna Securities, INC.Broker
State Registrations13 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.
Exams
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