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Thomas Antwerp

12 Years of Experience
Mobile, AL

Thomas Antwerp is a registered investment advisor at Mitchell, Mcleod, Pugh & Williams, INC., based in Mobile, AL, with 12 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,037 clients with $2.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
1,037 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$2.7B

Fee Structure

Investment management only (planning not offered)

Mitchell McLeod Pugh & Williams charges a percentage of your portfolio's value each year for managing your investments. The specific rate depends on the type of investments (stocks, bonds, or cash) and the amount you have invested. These fees are negotiable.

Equity Portfolios:

  • Up to $1 million: 1.0%
  • Next $1 million: 0.8%
  • Next $1 million: 0.6%
  • All over $3 million: 0.5%

Fixed Income Portfolios:

  • Up to $1 million: 0.5%
  • Next $1 million: 0.4%
  • Next $1 million: 0.3%
  • All over $3 million: 0.25%

Cash & Cash Equivalents:

  • All: 0.25%
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Location

Mobile, AL

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Mitchell, Mcleod, Pugh & Williams, INC.
April 2013 - Present · 13 yrs 1 mo
State Registrations5 states
ALFLGALATX
Advisor

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Exams
No exam information available for this advisor.