Thomas Mcbride is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Dallas, TX, with 33 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
5910 N Central Expy, Dallas, TX, 75206
Get directionsThomas is a general partner in Lukirain Partnership L.P., dedicating about 10-20% of his time. He also serves as a trustee for Providence Christian School and a board member for the Dallas Council of Charitable Gift Planners, and is an advisory council member for the Dallas Foundation.
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.