Thomas Mcgillycuddy
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, Retirement Planning, Tax Planning. Their firm serves 4,335 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees are negotiable on a client-by-client basis. Archer reserves the right to waive advisory fees for investments in the Archer Series Trust, including federal retirement plan rules accounts.
Fee Estimator
Location
3910 Old Highway 94 S #112, St Charles, MO, 63304
Get directionsHistory
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 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
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
More Advisors
- Anthony Palmer, ChFCState Farm Investment Management CORP.
- Matthew Salin, CFP, ChFCEdward Jones
- Gregory Boschert, CFPEdward Jones
- James Ellis, CFAEdelman Financial Engines
- John Clemons, CFPLPL Financial LLC
- Robert Lang, ChFCKestra Advisory Services, LLC