Thomas Brussard is a CFA, CFP-designated registered investment advisor at Spc, based in Middleton, MA, with 7 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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 30,916 clients with $6.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum annual advisory fee is 2.50%. Advisors set their own rates for each account up to this maximum limit. A 0.15% program fee is included within the total fee.
Fee Estimator
Location
35 Village Rd, Suite 100, Middleton, MA, 01949
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 Activities
Thomas is an independent contractor for Boston Harbor Wealth Advisors, advising Raymond James and Boston Harbor Wealth clients. He dedicates minimal time to this activity.
Employment History
Current Registrations
Spc
Parkland Securities, LLCBroker
Previous Registrations
World Investment Advisors, LLC
World Investments, LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations8 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
More Advisors
- Jeffrey Appelstein, CFPMorgan Stanley
- Edward Moffitt, CFPMorgan Stanley
- Todd Darling, CFPAmeriprise Financial Services, LLC
- Christopher Curley, CFPMorgan Stanley
- Michael Klonsky, CFPAmeriprise Financial Services, LLC