Thomas Bator is a CFA-designated registered investment advisor at Nichols & Pratt Advisers LLP, based in Boston, MA, with 2 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 108 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 9.50% |
| $1.0M - $2.0M | 8.50% |
| $2.0M - $3.0M | 7.50% |
| $3.0M - $5.0M | 6.00% |
| $5M+ | 4.00% |
All fees are subject to negotiation. Nichols & Pratt Advisers may impose fees higher or lower than those set forth above for any account based on the particular circumstances.
Fee Estimator
Location
50 Congress Street, Suite 832, Boston, MA, 02109-4002
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas is a partner at Nichols & Pratt, LLP, acting as a trustee and handling trust administration, dedicating about half his time. He is also a partner at Pratt, Bator & Popov, LLP, working as an estate planning lawyer for about 10-20% of his time.
Employment History
Current Registrations
Nichols & Pratt Advisers LLP
State Registrations1 state
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