Thomas Tibbles is a CFA-designated registered investment advisor at Madison Investment Advisors, LLC, based in Toronto, with 11 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 15,949 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Madison Investments' advisory fee is a percentage of the assets they manage for you, up to 1.00% per year. The specific fee will vary based on the services provided, the size of your account, and other factors. Madison may charge a minimum quarterly fee of $1,500, depending on the size of the account and the services provided.
Location
208 Adelaide Street West, Suite 300, Toronto, M5H 1W7
Get directionsHistory
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 Activities
Thomas serves as a director for Oakville Management Group Inc. and 10366986 Canada Inc., spending minimal time on the latter. He also manages assets as a director, president, and secretary of TRHT Holdings, Inc. and as a trustee for The Tibbles (2017) Family Trust, dedicating minimal time to each.
Employment History
Current Registrations
Madison Investment Advisors, LLC
Previous Registrations
Hansberger Growth Investors, LP
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.