JT
JT

Justin Thomas

9 Years of Experience
Fairfield, CT

Justin Thomas is a registered investment advisor at Stableford Capital LLC, based in Fairfield, CT, with 9 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 92 clients with $310M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
92 clients
Average Client Portfolio
$3.3M average
Assets Under Management
$305.3M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Annualized investment management fee is 1% of assets under management. Fees may be negotiable in limited instances.

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

Fairfield, CT

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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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Other Business Activities

Justin is the owner/member of OPR Holdings, LLC, which receives income from his interest in Stableford Capital. There are no other business activities associated with this entity.

Employment History
Current Registrations
Stableford Capital LLC
July 2016 - Present · 10 yrs 3 mos
State Registrations1 state
CT
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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