TP
TP

Thomas Powers

33 Years of Experience
Boston, MA
Broker

Thomas Powers is a registered investment advisor at Eagleclaw Capital Management LLC, based in Boston, MA, with 33 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 313 clients with $800M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
313 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$803.3M

Fee Structure

Minimum Investment:$350K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.25%
$2.0M - $5.0M1.00%
$5.0M - $10.0M0.75%
$10M+0.50%

Fees may vary depending on client circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

One Federal Street, 19th Floor, Boston, MA, 02110

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Thomas serves as a co-trustee on a revocable trust without compensation. This requires minimal time.

Employment History
Current Registrations
Eagleclaw Capital Management LLC
December 2018 - Present · 7 yrs 5 mos
Moors & Cabot, INC
November 2009 - Present · 16 yrs 6 mos
Moors & Cabot, INC.Broker
July 2009 - Present · 16 yrs 10 mos
Previous Registrations
First Southwest CompanyBroker
June 2007 - July 2009 · 2 yrs 1 mo
Moors & Cabot, INC.Broker
January 2005 - June 2007 · 2 yrs 5 mos
RBC Dain Rauscher INC.Broker
January 2002 - June 2004 · 2 yrs 5 mos
Tucker Anthony IncorporatedBroker
April 1998 - January 2002 · 3 yrs 9 mos
Cibc Oppenheimer CORP.Broker
April 1997 - April 1998 · 1 yr
Fleet Securities INC.Broker
March 1996 - April 1997 · 1 yr 1 mo
Prudential Securities IncorporatedBroker
November 1990 - October 1994 · 3 yrs 11 mos
State Registrations44 states
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AdvisorBrokerBoth

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
No exam information available for this advisor.
Thomas Powers - Financial Advisor | TrueAdvisor