TM
TM
Thomas Mcgee
34 Years of Experience
Florham Park, NJ
1 DisclosureBroker
Thomas Mcgee is a registered investment advisor at Wells Fargo Advisors, based in Florham Park, NJ, with 34 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
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Location
200 Campus Dr, Ste 220, Florham Park, NJ, 07932
Get directionsHistory
Regulatory History (1)
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Customer Dispute
December 2014Settled
Employment History
Current Registrations
Wells Fargo Advisors
January 2009 - Present · 17 yrs 6 mos
Wells Fargo Clearing Services, LLC
January 2009 - Present · 17 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
January 2009 - Present · 17 yrs 6 mos
Previous Registrations
UBS Financial Services INC.
April 2002 - February 2009 · 6 yrs 10 mos
UBS Financial Services INC.Broker
February 2001 - February 2009 · 8 yrs
A. G. Edwards & Sons, INC.Broker
November 1995 - November 1995 · 0 mos
The Gms Group, LLCBroker
May 1994 - February 2001 · 6 yrs 9 mos
First Interregional Equity CORP.Broker
March 1993 - May 1994 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1990 - June 1992 · 1 yr 7 mos
State Registrations28 states
AZCACOCTDEFLGAHIIAILMAMDMIMONCNHNJNMNVNYOHORPASCTXUTVAVT
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.