Thomas Blachek
Thomas Blachek is a registered investment advisor at Valor Capital Management LLC, based in Easton, PA, with 6 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Valor Capital Management provides investment management services to other advisors, who then offer these services to their clients. The fees are based on the total value of the assets managed, and the rate decreases as the amount invested increases.
- First $250,000: Up to 0.45%
- Next $250,000: Up to 0.35%
- Next $500,000: Up to 0.25%
- Next $1.5 million: Up to 0.15%
- Additional assets over $2.5 million: Up to 0.10%
There is also a Platform Reporting & Administration Fee up to $150 per account, per year, which the advisor may pass on to their clients. These fees are negotiable.
Location
109 N. 4th Street, Suite 1, Easton, PA, 18042
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Thomas is involved in several businesses, including Valor Benefit Solutions, Valor Investments & Planning LLC, and Valor Life & Annuity LLC, dedicating about a quarter of his time to each. He also works as a solicitor/producer for The Benefits Group and has a passive ownership stake in Sabaoth Investments, LLC.
Employment History
Current Registrations
Valor Capital Management LLC
The Leaders Group, INC.
The Leaders Group, INC.Broker
Valor Investments and Planning LLC
Previous Registrations
Albemarle Capital Management
Purshe Kaplan Sterling InvestmentsBroker
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
MML Investors Services, LLCBroker
State Registrations4 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.