Thomas Courtright
Thomas Courtright is a CFP-designated registered investment advisor at Gladstone Wealth Partners, based in Palm Beach Gardens, FL, with 22 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 7,910 clients with $4.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gladstone Wealth Partners charges up to 2.00% of your portfolio per year for investment management. This fee is negotiable and paid quarterly in advance. Clients in non-wrap programs will separately incur commissions and transaction costs. Gladstone also uses third-party technology platforms to manage retirement accounts, and passes the cost of these platforms on to you, sometimes with a markup.
Location
2000 Pga Blvd., Suite 4440, Palm Beach Gardens, FL, 33408
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2015Customer Dispute
November 2008Other Business ActivitiesSells Insurance
Thomas sells non-variable insurance products including life, long-term care, and disability insurance, dedicating minimal time to this. He also provides investment advisory services through Gladstone Wealth Group and Gladstone Institutional Advisory, spending nearly full-time hours on these activities.
Employment History
Current Registrations
Gladstone Wealth Partners
LPL Financial LLCBroker
Previous Registrations
PNC InvestmentsBroker
PNC Investments
Genworth Financial Advisers Corporation
Genworth Financial Securities CorporationBroker
C.J.M. Asset Management, LLC
C. J. M. Planning CORP.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations5 states
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.