Thomas Francescon
Thomas Francescon is a registered investment advisor at Stone Bridge Asset Management, LLC, based in Chattanooga, TN, with 18 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, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 221 clients with $82M 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 $1.0M | 1.00% |
| $1.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
The fees are assessed a flat rate based on the value of the account. The minimum portfolio value is generally set at $10,000. The minimum annual fee for any account is $100. Stone Bridge may, at its discretion, make exceptions to the foregoing or negotiate special fee arrangements where Stone Bridge deems it appropriate under the circumstances.
Fee Estimator
Location
240 Forest Avenue, Suite 101, Chattanooga, TN, 37405
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
August 2012Other Business Activities
Thomas is a Partner with Stone Bridge Capital Group, LLC since 2015, which serves as the general partner of the Stone Bridge Opportunities Fund, L.P. Thomas spends about 10% of his time on this investment-related activity.
Employment History
Current Registrations
Stone Bridge Asset Management, LLC
Previous Registrations
Demoss Capital, INC.
Campbell Asset Management, L.L.C.
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.