Thomas Mcauliffe
Thomas Mcauliffe is a registered investment advisor at American Money Management, LLC, based in San Rafael, CA, with 39 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 758 clients with $730M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee ranges from 0.25% to 1.50% and may be negotiable depending on the size and complexity of the client’s account.
Fee Estimator
Location
San Rafael, CA
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Thomas is an insurance agent selling non-variable insurance products, dedicating about 10-20% of his time. He also teaches meditation and acts as a spiritual director, and is a board member at Unity in Marin, a non-profit spiritual community.
Employment History
Current Registrations
American Money Management, LLC
Previous Registrations
Conscious Capital Wealth Management, LLC
Heritage Wealth Management, LLC
Advisor Resource Council
LPL Financial LLC
LPL Financial LLCBroker
Smith Barney Shearson INC.Broker
Lehman Brothers INC.Broker
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.