Thomas Wiscomb is a registered investment advisor at Northpoint Advisory LLC, based in Wilmette, IL, with 20 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 20 clients with $100M 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 $1.0M | 0.65% |
| $1.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.40% |
| $25.0M - $50.0M | 0.35% |
| $50M+ | 0.35% |
Fees are negotiable and account minimums may be waived based on anticipated future earning capacity, additional assets, or account composition.
Fee Estimator
Location
Wilmette, IL
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 Activities
Thomas is the sole managing member of Northpoint Advisory, LLC, a registered investment advisor.
Employment History
Current Registrations
Northpoint Advisory LLC
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
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.
Exams
More Advisors
- Ritu Jain, CFPThe Retirement Solutions Group
- Rosalyn Kemp, CFPChestnut Beach Wealth
- William Boscow, ChFCAusdal Financial Partners, INC.
- Alisa Zufall, CFPMercer Global Advisors INC.
- Jeffrey Smith, CFPNorth Shore Investment Consulting LLC
- Brian Pugal, CFPChoreo, LLC