Shad Thomas
Shad Thomas is a CFP-designated registered investment advisor at Stamford Bridge Wealth Management LLC, based in East Grand Rapids, MI, with 2 years of industry experience. Shad 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 29 clients with $19M 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 $3.0M | 1.00% |
| $3.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
This is a tiered/blended fee schedule. Stamford may group certain related Client accounts for the purposes of achieving the minimum account size and determining the annualized fee.
Fee Estimator
Location
East Grand Rapids, MI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Stamford Bridge Wealth Management LLC
State Registrations3 states
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