TB
TB

Thomas Badders

2 Years of Experience
Fort Wayne, IN
Sells Insurance

Thomas Badders is a registered investment advisor at Tradewell Securities, LLC, based in Fort Wayne, IN, with 2 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 415 clients with $270M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
415 clients
Average Client Portfolio
$643K average
Assets Under Management
$267.0M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.00%
$500K - $1.0M1.50%
$1.0M - $3.0M1.00%
$3M+0.75%

Fees are negotiable. A technology fee of up to $5 will be added per account.

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

130 West Main Street, #100, Fort Wayne, IN, 46802

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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 recommends insurance products to customers. Commissions are paid by the insurance company, not the client.

Employment History
Current Registrations
Tradewell Securities, LLC
January 2025 - Present · 1 yr 4 mos
Previous Registrations
Secure Asset Management, L.L.C.
April 2023 - January 2025 · 1 yr 9 mos
State Registrations1 state
IN
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.