Thomas Maher is a registered investment advisor at Hilton Capital Management, LLC, based in Garden City, NY, with 20 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. Their firm serves 1,577 clients with $2.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
8 advisors
Number of Clients
1,577 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$2.9B

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)

Hilton Capital Management offers investment management services for a fee based on a percentage of the value of the assets they manage. The annual fee varies between 0.12% and 1.25%, depending on the amount invested and the type of services provided. This fee does not include brokerage commissions or other transaction costs. Fees are charged quarterly, based on the value of the assets on the last day of the previous quarter. Fees may be negotiable.

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Location

1010 Franklin Avenue, Garden City, NY, 11530

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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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 3 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.