Thomas Loughrey is a CFA-designated registered investment advisor at Flow Partners, LLC, based in Chapel Hill, NC, with 5 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments. Their firm serves 15 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
FLOW does not manage investments directly. Instead, FLOW offers non-discretionary advisory services for a fixed monthly fee, ranging from $1,000 to $25,000. This fee is negotiable and depends on the client's needs, the complexity of the analysis required, and the number of securities or issuers being analyzed.
Location
Chapel Hill, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Flow Partners, LLC
State Registrations1 state
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