Thomas Mcandrews
Thomas Mcandrews is a CFP-designated registered investment advisor at Schwab Wealth Advisory, INC., based in Lone Tree, CO, with 22 years of industry experience. Thomas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Schwab Wealth Advisory does not charge investment management fees directly; instead, program fees are handled through its affiliate sponsor, Charles Schwab & Co., and are detailed in separate program disclosure materials. The program generally requires a minimum investment of $500,000 to participate.
Location
9800 Schwab Way, Lone Tree, CO, 80124
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2017Criminal
March 1995Other Business Activities
Thomas works as a soccer referee for the Colorado Soccer Association. This activity takes about 10-20% of his time and is not investment related.
Employment History
Current Registrations
Schwab Wealth Advisory, INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Charles Schwab & CO., INC.
Schwab Private Client Investment Advisory, INC.
Charles Schwab & CO., INC.
Schwab Wealth Investment Advisory, INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
J. P. Morgan Invest, LLCBroker
J.P. Morgan Institutional Investments INC.Broker
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.
Exams
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