Thomas Webbert
Thomas Webbert is a CFP-designated registered investment advisor at Blue Curve Advisory, LLC, based in Towson, MD, with 19 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 311 clients with $100M 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 $750K | 1.26% |
| $750K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Non-legacy clients are charged an annual fee of 1.50% for assets under management under $750,000. Assets under management above $750,000.01 will follow the tiered fee schedule listed above.
Fee Estimator
Location
8600 Lasalle Road, Suite 312, Towson, MD, 21286
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 ActivitiesSells Insurance
Thomas works as a public notary, notarizing documents for clients, dedicating minimal time to this activity. He is also an independent insurance agent.
Employment History
Current Registrations
Blue Curve Advisory, LLC
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
Ssn Advisory, INC.
Securities Service Network, LLCBroker
Medallion Investment Services, INC.Broker
Medallion Investment Services, INC.Broker
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.