TM
CFP
TM
CFP

Thor Mcilrath

23 Years of Experience
Arlington, WA

Thor Mcilrath is a CFP-designated registered investment advisor at Mcilrath & Eck, LLC, based in Arlington, WA, with 23 years of industry experience. Thor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,287 clients with $1.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
1,287 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees range from 0.45% to 1.50% per year and are determined on a case-by-case basis. All investment advisory fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3325 Smokey Point Drive, Suite 201, Arlington, WA, 98223

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Mcilrath & Eck, LLC
December 2007 - Present · 18 yrs 10 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
March 2005 - April 2008 · 3 yrs 1 mo
Cambridge Investment Reserarch, INC.
March 2004 - March 2005 · 1 yr
Woodbury Financial Services, INC.
November 2002 - February 2004 · 1 yr 3 mos
State Registrations2 states
TXWA
Advisor

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
No exam information available for this advisor.
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