Thomas Maccowatt
Thomas Maccowatt is a CFA-designated registered investment advisor at Williams Jones Wealth Management, LLC, based in Palm Beach, FL, with 7 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, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 1,754 clients with $12B 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 | 1.00% |
Maximum annual fee is 1% for standard assets and generally 0.50% for tax-exempt municipal bonds. Fees are potentially negotiable.
Fee Estimator
Location
249 Royal Palm Way, Suite 502, Palm Beach, FL, 33480
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 →Employment History
Current Registrations
Williams Jones Wealth Management, LLC
Previous Registrations
Williams, Jones & Associates, LLC
State Registrations2 states
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
- Justin Farley, CFABrookstone Capital Management LLC
- Sean Mccarthy, CFAWells Fargo Advisors
- Matthew Kutcher, CFPWells Fargo Advisors
- Robert Harvey, CFAHarvey Capital Management INC
- James Zahringer, CFPRaymond James & Associates, INC.
- Christopher Adams, CFACitizens Securities, INC.