TB
TB

Thomas Boothe

16 Years of Experience
Sherman, TX

Thomas Boothe is a registered investment advisor at Main Street Asset Managment, based in Sherman, TX, with 16 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 9 clients with $4.6M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
9 clients
Average Client Portfolio
$512K average
Assets Under Management
$4.6M

Fee Structure

Minimum Investment:$50K

Main Street Asset Management charges an annual fee based on the value of your investments. For publicly traded assets, the fee is typically 1% per year. For non-publicly traded assets and self-directed IRA/401(k) assets, the fee is typically 1.5% per year. This fee is paid quarterly. The fee may be based on the average daily account value if there are substantial deposits or withdrawals during the quarter.

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Location

4708 N Fm 1417, Sherman, TX, 75092

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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 a partner/president at Bluestone Partners, LLC and Bluestone Partners West, LLC, construction and real estate services companies. He also serves as Chairman of the Board for Sapphire Group, LLC and as an officer for Eminent Holdings, LLC, both real estate investment holding companies.

Employment History
Current Registrations
Main Street Asset Managment
April 2009 - Present · 17 yrs 1 mo
State Registrations1 state
TX
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.