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Thomas Mcgillycuddy

7 Years of Experience
St Charles, MO

Thomas Mcgillycuddy is a registered investment advisor at Archer Investment Corporation, based in St Charles, MO, with 7 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 5,640 clients with $900M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
75 advisors
Number of Clients
5,640 clients
Average Client Portfolio
$160K average
Assets Under Management
$900.5M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1000K0.75%
$1M+0.50%

Fees may be negotiable. Archer may charge lesser or more on each account up to a 1% investment management fee based upon certain criteria.

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

3910 Old Highway 94 S #112, St Charles, MO, 63304

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Thomas is the Owner/President of H&S Accounting, which operates under TFM Accounting and Tax at three locations. This activity takes nearly full-time hours.

Employment History
Current Registrations
Archer Investment Corporation
November 2018 - Present · 7 yrs 8 mos
State Registrations1 state
MO
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.