Thomas Quinn is a registered investment advisor at Blacktower Financial Management (US) LLC, based in London, 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 Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 495 clients with $120M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28 advisors
Number of Clients
495 clients
Average Client Portfolio
$248K average
Assets Under Management
$122.8M

Fee Structure

Planning is included in investment management (also available separately)

Blacktower Financial Management (US) LLC offers asset management services for US residents and US-connected individuals. Your advisor will create a portfolio allocation based on your investment objectives and risk profile, making transactions as needed. The fees for these services are negotiable, but will not exceed 2% annually. The frequency of fee payments (monthly or quarterly) will be agreed upon with your advisor. There may be additional costs for engaging third-party managers or strategists.

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Location

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Thomas is the CEO and owner of Arche Group Inc, which holds ownership of PFW Group LLC and receives payments from Plan First Wealth LLC. He also refers clients to Holborn Assets LTD, a UK-based investment advisory firm, and receives a portion of their ongoing fees.

Employment History
Current Registrations
Blacktower Financial Management (US) LLC
December 2023 - Present · 2 yrs 7 mos
Previous Registrations
Plan First Wealth LLC
February 2019 - December 2023 · 4 yrs 10 mos
Devere USA, INC.
May 2015 - January 2019 · 3 yrs 8 mos
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.