Thomas Tullidge is a registered investment advisor at Cary Street Partners, based in Richmond, VA, with 26 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,851 clients with $8.3B 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 $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees are negotiable for amounts over $25,000,001. Fees shown do not include any underlying fund/product fees, where applicable.
Fee Estimator
Location
901 East Byrd Street, Suite 1001, Richmond, VA, 23219
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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 involved in several outside business activities, including serving as a director or board member for various companies and organizations such as Gray Holdings LLC, Recast Energy LLC, Universal Corporation, Carpenter Co., SFP Trust Co. LLC, The Virginia Home, Goodwill Industries of Central Virginia, and Westminster Canterbury Corporation. He also serves as a co-trustee for a family trust.
Employment History
Current Registrations
Cary Street Partners
Cary Street PartnersBroker
Previous Registrations
First Union Securities, INC.Broker
First Union Capital Markets CORP.Broker
Bowles Hollowell Conner & CO.Broker
Wheat, First Securities, INC.Broker
State Registrations1 state
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