Thomas Binge
Thomas Binge is a registered investment advisor at Columbia Advisory Partners, LLC, based in Tempe, AZ, with 9 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 631 clients with $310M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.25% |
| $25M+ | 0.15% |
Fees are negotiable. Clients may also choose to enroll in the Manager Marketplace service, which provides access to actively managed investment strategies for an additional annual fee of up to 0.50% of the assets invested in any given model.
Fee Estimator
Location
60 E Rio Salado Parkway, Suite 900, Tempe, AZ, 85281
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 →Other Business ActivitiesSells Insurance
Thomas is an agent/broker for Co-Op Insurance and R.F. Brokerage, focusing on fixed insurance sales. He also serves on the advisory boards for Tempe Chamber of Commerce and Future for Kids, and is the chairman of the board for both Tempe Chamber of Commerce and East Valley Chamber of Commerce Alliance, dedicating minimal time to each.
Employment History
Current Registrations
Columbia Advisory Partners, LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Oneamerica Securities, INC.Broker
MML Investors Services, LLCBroker
State Registrations4 states
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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