Shad Thomas
Shad Thomas is a CFP-designated registered investment advisor at Stamford Bridge Wealth Management LLC, based in East Grand Rapids, MI, with 3 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 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% |
Related client accounts may be grouped to determine fees. Financial planning is included at no additional cost.
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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