Thomas Maiden is a CFP-designated registered investment advisor at Mission: Advice, based in Shepherdstown, WV, with 8 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 10 clients with $2.8M 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 | 0.95% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.45% |
Fees may be negotiable. Clients may also implement their investment portfolios through Betterment Institutional, which charges its own asset-based fee of up to 0.25% to 0.20% annually.
Fee Estimator
Location
7866 Martinsburg Pike, Shepherdstown, WV, 25443-4791
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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 Activities
Thomas is the Commanding Officer of Navy Reserve United States Africa Command J2, a 70-member Naval Intelligence unit. This activity is not investment-related.
Employment History
Current Registrations
Mission: Advice
Previous Registrations
1717 Capital Management Company
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.