GT
CFP
GT
CFP

Gordon James Thomas

9 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax Planning
Compensation
Fee-Only (AUM)
Firm Size
34 advisors
Number of Clients
3,712 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$5.6B

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.25%
$500K - $2.0M1.00%
$2.0M - $7.0M0.75%
$7.0M - $10.0M0.65%
$10M+0.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

One Technology Drive, Suite 100, Westborough, MA, 01581

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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.

Learn about disclosures →
Employment History
Current Registrations
Grimes & Company
June 2021 - Present · 4 yrs 8 mos
Previous Registrations
MML Investors Services, LLCBroker
June 2019 - June 2021 · 2 yrs
Fidelity Personal and Workplace Advisors
July 2018 - June 2019 · 11 mos
Strategic Advisers LLC
April 2018 - July 2018 · 3 mos
Strategic Advisers LLC
October 2016 - April 2018 · 1 yr 6 mos
Fidelity Brokerage Services LLCBroker
April 2016 - June 2019 · 3 yrs 2 mos
State Registrations2 states
MATX
Advisor
Exams
No exam information available for this advisor.
Gordon James Thomas - Financial Advisor | TrueAdvisor