Thomas Cusick is a CFP-designated registered investment advisor at The Kelly Group, based in Bel Air, 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 Business Owners, Education Planning, Estate Planning, Federal Employees, and 5 more. Their firm serves 1,113 clients with $1.1B 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 $100K | 1.50% |
| $100K - $200K | 1.40% |
| $200K - $300K | 1.30% |
| $300K - $400K | 1.20% |
| $400K - $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2M+ | 0.50% |
Fees are negotiable. Family accounts are aggregated for fee calculation. Annuities are charged 1.0% for values under $1M and 0.50% for $1M and over.
Fee Estimator
Contact
Thomas Cusick
Location
48 East Gordon Street, Bel Air, MD, 21014
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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 is an officer at the Financial Planning Association of Maryland, a professional development organization. He dedicates minimal time to working with board members to develop educational programming.
Employment History
Current Registrations
The Kelly Group
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
AXA Advisors, LLCBroker
State Registrations8 states
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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