Thomas Lahaise is a registered investment advisor at Wellesley Asset Management, INC., based in Portsmouth, NH, with 27 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 1,478 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wellesley Asset Management's fees for referred clients range from 0.45% to 1.00% per year, based on the agreement with the referring advisory firm. There is a $500,000 minimum account size for new clients. Fees are deducted from client accounts quarterly, in advance, and unearned fees are refunded if the relationship ends early.
Location
100 Market Street, Suite 203, Portsmouth, NH, 03801
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 Activities
Thomas is a Senior Vice President at Wellesley Asset Management, providing financial advisory services and working with clients on portfolio management and wealth management issues. This activity takes nearly full-time hours.
Employment History
Current Registrations
Wellesley Asset Management, INC.
Previous Registrations
Foreside Fund Services, LLCBroker
Wellesley Investment Partners, LLC
Radius Wealth Management LLC
Renaissance Investment Group, LLC
Newbury Street Capital Limited PartnershipBroker
Newbury Street Capital Limited PartnershipBroker
Newbury Street Capital Limited PartnershipBroker
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.