TB
TB
Thomas Blair
25 Years of Experience
Kennett Square, PA
1 Disclosure
Thomas Blair is a registered investment advisor at Dow Capital Management, LLC, based in Kennett Square, PA, with 25 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 4 clients with $2.8M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
4 clients
Average Client Portfolio
$703K average
Assets Under Management
$2.8M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | 0.33% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
674 Unionville Road, Suite 105, Kennett Square, PA, 19382
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2003Denied
Employment History
Current Registrations
Dow Capital Management, LLC
March 2011 - Present · 15 yrs 2 mos
Previous Registrations
Genworth Financial Advisers Corporation
November 2007 - December 2010 · 3 yrs 1 mo
UBS Financial Services INC.
February 2003 - September 2007 · 4 yrs 7 mos
Prudential Securities Incorporated
April 2000 - February 2003 · 2 yrs 10 mos
State Registrations1 state
PA
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.