TB
CFP
TB
CFP

Thomas Blower

15 Years of Experience
Grand Rapids, MI
Sells Insurance

Thomas Blower is a CFP-designated registered investment advisor at Fiduciary Financial Advisors, based in Grand Rapids, MI, with 15 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 5 more. Their firm serves 2,183 clients with $1.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
52 advisors
Number of Clients
2,183 clients
Average Client Portfolio
$609K average
Assets Under Management
$1.3B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M0.95%
$2.0M - $5.0M0.90%
$5.0M - $10.0M0.75%
$10.0M - $50.0M0.55%
$50.0M - $150.0M0.35%
$150M+0.15%

Fees are negotiable. Maximum annual fee rate is 0.95%.

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

124 Fulton St. East, Suite 200, Grand Rapids, MI, 49503

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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 ActivitiesSells Insurance

Thomas is a licensed life insurance agent, dedicating minimal time to this activity. He also serves on the boards or finance committees of several non-profit organizations, each requiring minimal time commitment.

Employment History
Current Registrations
Fiduciary Financial Advisors
September 2020 - Present · 6 yrs 1 mo
Previous Registrations
Strategies Wealth Advisors, LLC
March 2019 - September 2020 · 1 yr 6 mos
Wealth Dimensions Group, LTD.
January 2013 - March 2015 · 2 yrs 2 mos
Lincoln Financial Advisors Corporation
September 2008 - June 2012 · 3 yrs 9 mos
MML Investors Services, INC.
January 2006 - September 2008 · 2 yrs 8 mos
State Registrations2 states
MITX
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.
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