Thomas Hanlon is a CFP-designated registered investment advisor at Courier Capital, LLC, based in Buffalo, NY, with 5 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 2,212 clients with $3.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fees range from 0% to 1.50% based on the amount and types of assets managed, number of accounts, and strategy selected. Fees are negotiable.
Fee Estimator
Location
1114 Delaware Avenue, Buffalo, NY, 14209-1604
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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 →Employment History
Current Registrations
Courier Capital, LLC
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.
Exams
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