Thomas Balestrery is a CFA-designated registered investment advisor at Novodyn Advisors LLC, based in Houston, TX, with 6 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees vary by program and client qualification status. Direct Structural Alpha and Relative Values programs charge a 1% futures replication or program fee plus either a 20% performance fee (for qualified clients) or a 1.75% flat fee (for non-qualified clients), totaling up to 2.75%. Advisor-represented accounts pay no management fee to NovoDyn, only a 20% performance fee or 1.75% flat fee. Fees may be negotiated.
Fee Estimator
Location
Houston, TX
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 →Employment History
Current Registrations
Novodyn Advisors LLC
Previous Registrations
Novodyn Advisors LLC
Novodyn Advisors LLC
Novodyn Advisors 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
More Advisors
- Paraskevi Porsch, CFPCetera Investment Advisers LLC
- Andrew Lichtenberger, CFPThe Mather Group, LLC
- Coleman Campbell, CFP, ChFCAdvocates Wealth Planning
- Nathan Burleson, CFPHeritage Wealth Management
- Harold Minton, CFPMercer Global Advisors INC.
- Tyson Thomas, CFPAmeriprise Financial Services, LLC