Thomas Lamacchio
Thomas Lamacchio is a registered investment advisor at Mercer Global Advisors INC., based in Naples, FL, with 25 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 31,333 clients with $60B 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 $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Schedule is for Wealth Management and Ascend Group. Guided Investing starts at 1.10% for the first $1 million in managed assets with a lower minimum fee of $1,200. Wealth Path starts at 1.30% for the first $1 million with a minimum fee of $6,000.
Fee Estimator
Location
9115 Corsea Del Fontana Way, Suite 100, Naples, FL, 34109
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2011Customer Dispute
August 2011Other Business Activities
Thomas is an Investment Advisor Representative for the 2024 Robert J. Pensec Irrevocable Trust and the 2020 Susan J. Pensec Irrevocable Trust, spending a few hours per week. He also owns real estate, is an owner/financial advisor for Family Wealth Planning Group LLC, and owns Family Wealth Tax Advisory LLC, dedicating minimal time to each.
Employment History
Current Registrations
Mercer Global Advisors INC.
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.