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Thomas Bartholomew

Bartholomew & Company Wealth Management, LLC
41 Years of Experience
Worcester, MA
1 DisclosureBrokerSells Insurance
View SEC Summary
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Thomas Bartholomew is a registered investment advisor at Bartholomew & Company Wealth Management, LLC, based in Worcester, MA, with 41 years of industry experience. Thomas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more.

Bartholomew & Company Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

The maximum asset management fee is 2.25%, and all fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

370 Main Street, Suite 1000, Worcester, MA, 01608

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2015
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Thomas is involved in fixed insurance sales and is the president and owner of Bartholomew and Company, Inc. (securities and insurance business) and BCI Insurance Agency. He also serves as a trustee for non-family related trusts and the Bartholomew and Company, Inc. 401k plan, and is a course instructor for the Massachusetts Collectors & Treasurers Association, and a Notary Public.

Employment History
Current Registrations
Bartholomew & Company Wealth Management, LLC
July 2026 - Present · 3 mos
Commonwealth Financial Network
December 1999 - Present · 26 yrs 10 mos
Commonwealth Financial Network
August 1994 - Present · 32 yrs 2 mos
Commonwealth Financial NetworkBroker
August 1994 - Present · 32 yrs 2 mos
Previous Registrations
A. F. Best Securities, INC.Broker
August 1993 - June 1994 · 10 mos
Shawmut Brokerage, INC.Broker
April 1991 - August 1993 · 2 yrs 4 mos
Sbs Discount BrokerageBroker
August 1986 - April 1991 · 4 yrs 8 mos
Nel Equity Services CorporationBroker
February 1980 - December 1981 · 1 yr 10 mos
State Registrations42 states
ALARAZCACOCTDCFLGAHIIDILINKSKYLAMAMDMEMIMNMOMTNCNENHNJNMNVNYOHORPARISCTNTXVAVTWAWIWY
AdvisorBrokerBoth

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.
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