TH
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Thomas Hession

31 Years of Experience
Chicago, IL

Thomas Hession is a registered investment advisor at Riverbend Capital Advisors, LLC, based in Chicago, IL, with 31 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. Their firm serves 216 clients with $820M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
216 clients
Average Client Portfolio
$3.8M average
Assets Under Management
$820.5M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M0.25%
$5.0M - $10.0M0.23%
$10.0M - $25.0M0.20%
$25M+0.15%

Fee is negotiable. Clients of certain advisors may have their fee charged on the average daily balance of their accounts in the current quarter, rather than on account values at the end of the quarter.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

191 N. Wacker Drive, Suite 1025, Chicago, IL, 60606

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Riverbend Capital Advisors, LLC
August 2011 - Present · 14 yrs 9 mos
Previous Registrations
Silverleaf Capital Advisors, LLC
February 2008 - July 2011 · 3 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 1995 - March 2008 · 13 yrs 1 mo
State Registrations1 state
IL
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.
Thomas Hession - Financial Advisor | TrueAdvisor