Thomas Figgatt is a CFP-designated registered investment advisor at Portolan Financial Planning LLC, based in Durham, NC, with 8 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 41 clients with $6.9M 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 | 1.00% |
| $500K+ | 0.25% |
For Clients below $250,000 of AUM: The annual fee is based on an estimated number of hours required to service their needs. The number of hours required will vary based on the services the client requests, as well as the complexity of their situation. The fee is then calculated using a billing rate of $150/hour.
Fee Estimator
Location
Durham, NC
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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
Portolan Financial Planning LLC
State Registrations2 states
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