Thomas Blake is a CFP-designated registered investment advisor at B Side Partners, LLC, based in Southport, CT, with 10 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Athletes & Entertainers, Business Owners, Estate Planning, High Net Worth, and 4 more. Their firm serves 25 clients with $62M 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 $5.0M | 1.00% |
| $5.0M - $15.0M | 0.80% |
| $15.0M - $25.0M | 0.70% |
| $25M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
167 Old Post Road, Southport, CT, 06890
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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
B Side Partners, LLC
Previous Registrations
Disruptive SecuritiesBroker
Morgan Stanley
Morgan StanleyBroker
Jaffetilchin Investment Partners, 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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