Thomas Mclean is a CFP-designated registered investment advisor at Altruist Wealth Management, based in Charlotte, NC, with 15 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 9 clients with $17M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Altruist Wealth Management (AWM) charges a recurring fixed fee for investment management services, ranging from $750 to $3,000 per quarter, paid in advance. The fee depends on the client's specific needs, complexity, time, research, and resources required. Fees are negotiable. If AWM uses an outside manager, their fees are separate and will not exceed 2% of the managed accounts' value. AWM may offer investment management services on a standalone basis, separate from comprehensive or ongoing wealth management services.
Contact
Thomas Mclean
Location
Charlotte, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas is the President of Frank McLean Forever LLC, a nonprofit focused on SUDC awareness and research, and a Board Member of the SUDC Foundation. He dedicates a few hours per week to each organization, primarily to fundraising, grant distribution, and committee work.
Employment History
Current Registrations
Altruist Wealth Management
Previous Registrations
Dimensional Fund Advisors LP
Dfa Securities LLCBroker
Wells Fargo Funds Management, LLC
Wells Fargo Funds Distributor, LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
State Registrations1 state
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.