Thomas Fletcher is a CFA-designated registered investment advisor at Gensphere Private Wealth, LLC, based in Gig Harbor, WA, 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 Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 6 clients with $50M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.40% |
Schedule reflects the investment-only offering tiers. GenSphere also offers a full-service offering starting at 1.0% for under $10M. Fees are negotiable for accounts over $50 million, and household accounts may be combined.
Fee Estimator
Location
Gig Harbor, WA
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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 →Employment History
Current Registrations
Gensphere Private Wealth, LLC
Previous Registrations
Gensphere Private Wealth, LLC
Russell Investments Implementation Services, LLCBroker
Invesco Services, INC.Broker
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.
Exams
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