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Thomas Macpherson

9 Years of Experience
Warren, NH

Thomas Macpherson is a registered investment advisor at Nintai Investments LLC, based in Warren, NH, 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 Investment Management. Their firm serves 4 clients with $52M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
4 clients
Average Client Portfolio
$13.0M average
Assets Under Management
$52.0M

Fee Structure

Minimum Investment:$2.5M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.75%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Warren, NH

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Nintai Investments LLC
March 2019 - Present · 7 yrs 2 mos
Previous Registrations
Dorfman Value Investments LLC
December 2015 - October 2018 · 2 yrs 10 mos
State Registrations1 state
NH
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.
Thomas Macpherson - Financial Advisor | TrueAdvisor