Thomas Mcginnis
Thomas Mcginnis is a ChFC-designated registered investment advisor at Belpointe Asset Management LLC, based in Springfield, OR, with 52 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 6,529 clients with $6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Belpointe's advisory fees are negotiable and can be a flat fee, fixed rate percentage, a linear fee percentage, or a tiered fee percentage structure, but cannot exceed 2.5% annually, based on the value of your investments. The exact fee schedule is agreed upon between you and your advisor. Fees are typically deducted directly from your account quarterly.
Location
1840 5th Street, Springfield, OR, 97477
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2002Employment Separation After Allegations
June 1995Other Business ActivitiesSells Insurance
Thomas is an insurance producer with Belpointe Insurance, LLC, dedicating minimal time to insurance sales. He also co-owns residential rental properties and works as a registered representative selling variable insurance through DH Hill Securities LLP, taking about half of his time.
Employment History
Current Registrations
Belpointe Asset Management LLC
D.H. Hill Securities, LllpBroker
D.H. Hill Securities, Lllp
Previous Registrations
Belpointe Asset Management LLC
B.B. Graham & Company, INC.Broker
B.B. Graham & Company, INC.
Capital Financial Services, INC.
Capital Financial Services, INC.Broker
United Heritage Financial Services, INC.
United Heritage Financial Services, INC.Broker
United Heritage Financial Services, INC.
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations6 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.