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Thomas Maher

21 Years of Experience
Garden City, NY

Thomas Maher is a registered investment advisor at Hilton Capital Management, LLC, based in Garden City, NY, with 21 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,647 clients with $3.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
7 advisors
Number of Clients
1,647 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$3.2B

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Annual fee rates vary between 0.12% and 1.25% depending on assets under management and service type. Rates are negotiable.

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

1050 Franklin Avenue, 5th Floor, Garden City, NY, 11530

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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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Other Business Activities

Thomas works as a portfolio manager for affiliate Hilton Capital Management, LLC.

Employment History
Current Registrations
Hilton Capital Management, LLC
January 2019 - Present · 7 yrs 9 mos
Previous Registrations
Rafferty Capital Markets, LLCBroker
January 2019 - November 2023 · 4 yrs 10 mos
Lord, Abbett & CO. LLC
September 2005 - January 2019 · 13 yrs 4 mos
Lord Abbett Distributor LLCBroker
July 2005 - January 2019 · 13 yrs 6 mos
State Registrations5 states
CAFLNJNVNY
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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