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Thomas Leonard Ellis

14 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
519 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$546.2M

Fee Structure

Minimum Investment:$100K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.25%
$1.0M - $5.0M1.00%
$5M+0.75%

Fees are negotiable under 1.50% on a client-to-client basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

110 Professional Drive, Suite 101, Ponte Vedra Beach, FL, 32082

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Thomas is involved with 110 Professional, LLC as a real estate investment manager, dedicating minimal time to building management and accounting. He also owns 50% of Howler Monkey Sauce, LLC, a hot sauce business, spending a few hours per week on management.

Employment History
Current Registrations
B&c Financial Advisors
January 2011 - Present · 15 yrs 1 mo
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.