Thomas Mcandrew
Thomas Mcandrew is a registered investment advisor at The Marshall Financial Group LLC, based in Hunt Valley, MD, with 9 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 1,019 clients with $740M 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 | 3.00% |
Advisory fees do not exceed 3% per year and are negotiable based on account size and service complexity. Subject to a minimum annual fee of up to $5,000.
Fee Estimator
Location
225 Schilling Circle, Suite 295, Hunt Valley, MD, 21031
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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 works as a Client Service & Operations Specialist for Marshall Financial Group, a registered investment advisor (RIA). This is a full-time position and he is also a PKS Series 7 Registered Representative.
Employment History
Current Registrations
The Marshall Financial Group LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Raymond James Financial Services, 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.
Exams
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