Thomas Bunting is a registered investment advisor at Winthrop Partners - Epa, LLC, based in Doylestown, PA, with 7 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, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 127 clients with $60M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Winthrop Partners charges an annual fee for managing your investments, which is calculated as a percentage of the assets they manage. The specific percentage may be negotiable, but is typically up to 1.5% of your portfolio. The fee is paid monthly in advance. There is also a minimum advisory fee of $500.
Location
111-113 E. Court Street, Doylestown, PA, 18901
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Regulatory History
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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Thomas is a CPA and proprietor, working as an accountant for about a few hours per week during certain times of the year. He also manages a seasonal residential rental property in Ocean City, NJ, spending minimal time on it.
Employment History
Current Registrations
Winthrop Partners - Epa, LLC
State Registrations1 state
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.