Thomas Tavenner
Thomas Tavenner is a CFP-designated registered investment advisor at Booster, LLC, based in Baltimore, MD, with 28 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 190 clients with $230M 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 | 0.90% |
| $500K - $3.0M | 0.80% |
| $3.0M - $10.0M | 0.65% |
| $10M+ | 0.65% |
Fees are negotiable for accounts over $10,000,000.
Fee Estimator
Location
6 East Eager Street, Baltimore, MD, 21202
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
December 2021Other Business ActivitiesSells Insurance
Thomas is an insurance agent selling life, disability, health, and long-term care insurance, and is a member of South Market LLC overseeing its financial management. He also participates in a rock band and is the president of Tavenner Financial Services Inc, a holding company for his financial income.
Employment History
Current Registrations
Booster, LLC
Previous Registrations
Grove Point Advisors, LLC
H. Beck, INC.
Krpg Advisors, LLC
Tavenner Financial, LLC
Grove Point Investments, LLCBroker
H. Beck, INC.
Eagle Strategies CORP
Nylife Securities LLCBroker
Esi Financial Advisors
Equity Services, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
State Registrations1 state
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.