Thomas Webber is a CFP-designated registered investment advisor at Capstone Wealth, based in Billings, MT, 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 Business Owners, Corporate Executives, Estate Planning, High Net Worth, and 3 more. Their firm serves 154 clients with $300M 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 $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1000K | 1.20% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.55% |
Fees are negotiable.
Fee Estimator
Location
1731 Poly Drive, Billings, MT, 59102
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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 is a licensed insurance agent since 2010, evaluating client insurance needs and recommending products. He dedicates about 10-20% of his time to this activity, which may occur during trading hours.
Employment History
Current Registrations
Capstone Wealth
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations2 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.