TS
CFP
TS
CFP

Thomas Snow

22 Years of Experience
West Newton, MA

Thomas Snow is a CFP-designated registered investment advisor at Righthand Capital, LLC, based in West Newton, MA, with 22 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, Investment Management, and 1 more. Their firm serves 107 clients with $120M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
107 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$124.0M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.80%
$3.0M - $10.0M0.60%
$10M+0.40%

Fees are negotiable.

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

19 Randlett Park, West Newton, MA, 02465

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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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Other Business Activities

Thomas is the sole owner of Righthand International LLC, offering leadership coaching and professional development consulting since 2019. This takes about a quarter of his time, including 40 hours per month during trading hours.

Employment History
Current Registrations
Righthand Capital, LLC
June 2020 - Present · 5 yrs 11 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
September 2020 - October 2023 · 3 yrs 1 mo
Lincoln Financial Advisors Corporation
November 2014 - July 2020 · 5 yrs 8 mos
Lincoln Financial Advisors CorporationBroker
November 2014 - July 2020 · 5 yrs 8 mos
Northwestern Mutual Investment Services,llc
October 2005 - November 2014 · 9 yrs 1 mo
Northwestern Mutual Investment Services, LLCBroker
November 2003 - November 2014 · 11 yrs
State Registrations5 states
DEMANHNVTX
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.