Thomas Badgett is a registered investment advisor at Gulf Coast RIA, based in Baytown, TX, with 24 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.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$50
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.05% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.55% |
All fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
410 Schilling, Ste A, Baytown, TX, 77520
Get directionsHistory
Regulatory History (1)
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Customer Dispute
May 2019Award / Judgment
Other Business Activities
Thomas is the president of Bay Area Asset Management, dedicating about half of his time to this role. He also works in sales for Gulf Coast Truck & Equipment and Bay Area Firearms, Inc., spending minimal time on each.
Employment History
Current Registrations
Gulf Coast RIA
June 2022 - Present · 3 yrs 11 mos
Previous Registrations
TradingblockBroker
August 2012 - August 2022 · 10 yrs
Brokersxpress LLC
March 2006 - August 2012 · 6 yrs 5 mos
Brokersxpress LLCBroker
May 2005 - August 2012 · 7 yrs 3 mos
H.D. Vest Investment ServicesBroker
August 2001 - June 2005 · 3 yrs 10 mos
State Registrations1 state
TX
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.