Thomas Mchale
Thomas Mchale is a registered investment advisor at PNC Wealth Management, based in Cherry Hill, NJ, with 35 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities. Their firm serves 157,536 clients with $27B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $4.0M | 1.00% |
| $4M+ | 1.00% |
Fees negotiable for accounts over $4,000,000. From time-to-time, we offer discounted pricing programs at our discretion. For example, current employees of PNCWM and their immediate family members are eligible for employee pricing.
Fee Estimator
Location
200 Lake Drive East, 3rd Floor, Cherry Hill, NJ, 08002
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2013Customer Dispute
September 1999Other Business Activities
Thomas is a bookkeeper for Pie Lady Cafe LLC since 2008 and the Vice Chair of the Board of Trustees for Moorestown Theater Co since 2010. Neither activity is investment-related and both require minimal time.
Employment History
Current Registrations
PNC Wealth Management
PNC Wealth Management LLCBroker
Previous Registrations
Hilliard Lyons Asset Management
J.J.B. Hilliard, W.L. Lyons, INC.Broker
Essex National Securities, INC.Broker
PNC Brokerage CORPBroker
Guardian Investor Services CorporationBroker
H.J. Meyers & CO., INC.Broker
Westfield Financial CorporationBroker
Hibbard Brown & CO., INC.Broker
State Registrations29 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.