Thomas Garvey is a registered investment advisor at Lcr Wealth Management LLC, based in Westport, CT, 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 78 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.75% |
Fees are negotiable. LCR Wealth Management may be compensated a reduced fee of 0.60% for accounts invested in certain private investments including the Fund, Portfolio Advisors Real Estate Fund VIII and Embree Net Lease Fund V.
Fee Estimator
Location
518 Riverside Ave, Building A, Floor 2, Westport, CT, 06880
Get directionsHistory
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 →Employment History
Current Registrations
Lcr Wealth Management LLC
Previous Registrations
Goldman Sachs Personal Financial Management
Pricewaterhousecoopers Investment Advisers LLC
State Registrations2 states
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.