Thomas Wade is a registered investment advisor at Kure Advisory, LLC, based in Plymouth, MN, 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 Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 357 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kure Advisory offers investment management services for an annual fee based on the value of your investments. The fee ranges from 0.50% to 1.50% per year, depending on the size and composition of your portfolio, the services provided, and who is providing the services. The fee is calculated quarterly, in advance.
Location
15600 36th Avenue North, Suite 200, Plymouth, MN, 55446
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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 →Other Business ActivitiesSells Insurance
Thomas is co-founder of Foundational Income Associates, LLC, an insurance marketing company, dedicating a few hours per week. He also owns 20% of AnnuityPath, LLC, an insurance agency, and works as a consultant for Revol One Services Company, LLC, an insurance company, spending about 10-20% of his time there.
Employment History
Current Registrations
Kure Advisory, LLC
Previous Registrations
The Leaders Group, INC.Broker
Wfg Investments, INC.Broker
Cg Advisory Services
Invest Financial CorporationBroker
Ing Financial Partners, INC.Broker
Harbour Investments, INC.Broker
Usallianz Securities, 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.