TA
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Thomas Gage Arnold

11 Years of Experience
1 Disclosure
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
446 clients
Average Client Portfolio
$82K average
Assets Under Management
$36.7M

Fee Structure

Minimum Investment:$50K
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+2.00%

Lower fees may be available through other advisors offering similar services. Fees are negotiable based on factors such as size, complexity, and relationship.

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

8115 Maple Lawn Blvd, Suite 230, Maple Lawn, MD, 20759

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2019
Settled
Employment History
Current Registrations
Sentinel Asset Management, LLC
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Eagle Strategies LLC
October 2019 - January 2025 · 5 yrs 3 mos
Nylife Securities LLCBroker
December 2013 - January 2025 · 11 yrs 1 mo
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.
Thomas Gage Arnold - Financial Advisor | TrueAdvisor