Thomas Delpup is a CFP-designated registered investment advisor at Financial Transparency, based in Rochester Hills, MI, 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, High Net Worth, Insurance Planning, Investment Management, and 3 more. Their firm serves 235 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.15% |
Maximum annual fee percentages vary by program: Let's Get Started is up to 1.00%, Managed Investment Portfolios is up to 1.75%, and Customized Managed Accounts is up to 2.15%. Actual fees are negotiated with your advisor.
Fee Estimator
Location
1700 W. Hamlin Rd., Suite 100, Rochester Hills, MI, 48309
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas is the owner of Blackheath Capital Management, dedicating about half of his time to managerial and client servicing duties. He also owns a law practice, Thomas J Delpup, and spends a significant amount of time providing legal services. Additionally, Thomas is a member-manager of AMTT&V, LLC, managing personal family assets with his siblings for about 10-20% of his time.
Employment History
Current Registrations
Financial Transparency
Previous Registrations
Enlightened Finance LLC
Trustee Empowerment & Protection, INC.
Cssc Brokerage Services, INC.Broker
Mutual Service CorporationBroker
Fsc Securities CorporationBroker
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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