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Thomas Moran

6 Years of Experience
Atlanta, GA

Thomas Moran is a registered investment advisor at Moran Tice Capital Management LLC, based in Atlanta, GA, 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. Their firm serves 49 clients with $56M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
49 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$55.7M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K+1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Atlanta, GA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Moran Tice Capital Management LLC
October 2019 - Present · 6 yrs 7 mos
State Registrations1 state
GA
Advisor

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Exams
No exam information available for this advisor.