Thomas Basil
Thomas Basil is a CFP-designated registered investment advisor at Colorado Diversified Financial, based in Longmont, CO, with 24 years of industry experience. Their practice areas include Insurance Planning, Investment Management, Retirement Planning. Their firm serves 3 clients with $890K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Colorado Diversified Financial charges a fee to manage your investment portfolio, ranging from 0.35% to 2.00% of the value of your portfolio annually. The exact percentage depends on the complexity of your situation and how actively you want to be involved in managing your investments. This fee is taken from your account either annually or quarterly. If you bring in assets that don't need to be actively managed, the firm may not charge a fee on that portion of your portfolio. The minimum charge for assets under management is 0.85%.
Location
713 Rider Ridge Drive, Longmont, CO, 80504
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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
Colorado Diversified Financial
Previous Registrations
Metlife Securities INC.
Ameriprise Financial Services, INC.
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.