Thomas Conway is a CFP-designated registered investment advisor at Note Advisors, LLC, based in Buffalo, NY. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 512 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Note Advisors manages investment portfolios for a fee that's a percentage of the value of your investments. The exact percentage is negotiable and can range from 0.50% to 2.00% per year, depending on the size of your account and the complexity of your situation. Note Advisors requires each client to place at least $500,000 with the firm, but this minimum may be waived.
Location
50 Lakefront Blvd, Suite 215, Buffalo, NY, 14202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Note Advisors, LLC
State Registrations1 state
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