Thomas Lewry
Thomas Lewry is a CFP-designated registered investment advisor at Curbstone Financial Management CORP., based in Manchester, NH, with 53 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 266 clients with $390M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.50% |
A non-profit agency may be granted a 10% discount. Discounts may be extended to clients accounts predominantly invested in ETFs and Mutual Funds. Fees may be negotiable.
Fee Estimator
Location
741 Chestnut Street, Manchester, NH, 03104-3002
Get directionsHistory
Regulatory History (1)
Regulatory
February 1997Employment History
Current Registrations
Curbstone Financial Management CORP.
Previous Registrations
Curbstone Financial Management CorporationBroker
Buttonwood Securities Corporation of MassachusettsBroker
Chubb Securities CorporationBroker
Cg Equity Sales CompanyBroker
State Registrations2 states
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.