Thomas Healy is a CFA-designated registered investment advisor at Private Family Wealth Advisors, based in Atlanta, GA, with 1 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 138 clients with $390M 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 $1.0M | 1.25% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $25.0M | 0.60% |
| $25.0M - $100.0M | 0.50% |
| $100M+ | 0.50% |
Fees are negotiable for assets over $100 million.
Fee Estimator
Location
3350 Riverwood Pkwy Se, Suite 650, Atlanta, GA, 30339-6401
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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 works as a consultant for Rod & Associates Accountancy LLC, providing business consulting, advice, and financial modeling. This takes a few hours per week and is not investment-related.
Employment History
Current Registrations
Private Family Wealth Advisors
State Registrations1 state
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