Thomas Delpup is a CFP-designated registered investment advisor at Financial Transparency, based in Rochester Hills, MI, with 25 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 233 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial Transparency offers three investment management programs with fees that are negotiated with your advisor, but will not exceed the following:
- Let's Get Started: Not to exceed 1.00% of your portfolio per year.
- Managed Investment Portfolios: Not to exceed 1.75% of your portfolio per year. Minimum investment of $25,000.
- Customized Managed Accounts: Not to exceed 2.15% of your portfolio per year. Minimum investment of $150,000.
Location
1700 W. Hamlin Rd., Suite 100, Rochester Hills, MI, 48309
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas is the owner of Blackheath Capital Management, dedicating about half of his time to managerial and client servicing duties. He also owns a law practice, Thomas J Delpup, and spends a significant amount of time providing legal services. Additionally, Thomas is a member-manager of AMTT&V, LLC, managing personal family assets with his siblings for about 10-20% of his time.
Employment History
Current Registrations
Financial Transparency
Previous Registrations
Enlightened Finance LLC
Trustee Empowerment & Protection, INC.
Cssc Brokerage Services, INC.Broker
Mutual Service CorporationBroker
Fsc Securities CorporationBroker
State Registrations1 state
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