Thomas Mccabe
Thomas Mccabe is a PFS-designated registered investment advisor at Alliance Wealth Management Group, LLC, based in Flemington, NJ, with 18 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 Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 447 clients with $520M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.95% |
Maximum annual fee will not exceed 1.95%. Fees are negotiable and billed quarterly in advance.
Fee Estimator
Location
23 Royal Road, Suite 101, Flemington, NJ, 08822
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Thomas is an adjunct professor teaching accounting at Rider University, spending minimal time. He is also a member/registered admin at Alliance Wealth Management Group, dedicating nearly full-time hours, and the CEO of Alliance Worldwide, spending about 10-20% of his time advising companies. Finally, Thomas owns Sugar Hill Capital, a holding company for personal assets, spending a few hours per week.
Employment History
Current Registrations
Alliance Wealth Management Group, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Triad Advisors, INC.Broker
LPL Financial LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 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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