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Thomas Mott

4 Years of Experience
Houston, TX
Sells Insurance

Thomas Mott is a registered investment advisor at Analog Capital Partners LLC, based in Houston, TX, with 4 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, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 173 clients with $93M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
173 clients
Average Client Portfolio
$536K average
Assets Under Management
$92.8M

Fee Structure

Minimum Investment:$400K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,188
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.80%
$5M+0.60%

Fees are charged on a blended rate and are negotiable. There is a minimum annual fee of $1,188.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

12 Greenway Plaza, Suite 1115, Houston, TX, 77046

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Thomas is a real estate investor and syndicator. He also holds a life insurance license.

Employment History
Current Registrations
Analog Capital Partners LLC
February 2022 - Present · 4 yrs 3 mos
State Registrations1 state
TX
Advisor

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.