TI
TI

Thomas Mcbride

25 Years of Experience
Henderson, NV
1 Disclosure

Thomas Mcbride is a registered investment advisor at Cornerstone Financial Advisors LTD., based in Henderson, NV, 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 Investment Management. Their firm serves 10 clients with $6.9M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
10 clients
Average Client Portfolio
$686K average
Assets Under Management
$6.9M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $200K1.85%
$200K - $500K1.25%
$500K - $1000K1.00%
$1.0M - $2.0M0.90%
$2.0M - $3.0M0.80%
$3.0M - $4.0M0.70%
$4.0M - $5.0M0.60%
$5M+0.50%

Fees and account minimums may be negotiable under certain circumstances. Certain pre-existing Investment Management Services clients may be on a different fee schedule.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1671 W. Horizon Ridge Parkway, Suite 220, Henderson, NV, 89012

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History

Regulatory History (1)
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Criminal
July 1975
Final Disposition
Other Business Activities

Thomas is a partner and CPA at TG McBride CPA LTD. He dedicates nearly full-time hours to this accounting practice.

Employment History
Current Registrations
Cornerstone Financial Advisors LTD.
February 2001 - Present · 25 yrs 3 mos
State Registrations1 state
NV
Advisor

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
No exam information available for this advisor.