Thomas Muldowney is a registered investment advisor at Captrust, based in Chesterton, IN, 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 Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 36,839 clients with $1100B 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 $500K | 2.25% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Advisory fees are subject to negotiation based on multiple factors including clients with multiple accounts, size of the account, a prior or existing relationship, and a client’s particular needs or financial characteristics.
Fee Estimator
Location
3100 Village Point, Ste 200, Chesterton, IN, 46304
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2003Employment History
Current Registrations
Captrust
Capfinancial Securities, LLC.Broker
Previous Registrations
Lakeside Wealth Management Group, LLC
First Allied Securities, INC.Broker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Northern Trust Securities, INC
Vision Investment Services, INC.Broker
Invest Financial CorporationBroker
Northern Trust Securities, INC.Broker
State Registrations9 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.