Thomas Mcguire is a registered investment advisor at Ashford Investment Advisors, based in Daytona Beach, FL, with 22 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 75 clients with $76M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable based on the amount of assets under management, complexity of client goals and objectives, and level of services rendered.
Fee Estimator
Location
629 N Peninsula Drive, Daytona Beach, FL, 32118
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Thomas is a Registered Representative of Walsh Consulting Group Inc. d/b/a Ashford Investment Advisors, Inc., an RIA firm, since 2014. He brings referral business to the firm, dedicating minimal time to this activity.
Employment History
Current Registrations
Ashford Investment Advisors
Bert Reames Investment Advisors, INC.
State Registrations1 state
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.