Thomas Makowsky is a registered investment advisor at Tcm Investment Management, based in Lawrence, NJ. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.75% |
| $100K - $250K | 0.65% |
| $250K - $500K | 0.55% |
| $500K - $750K | 0.45% |
| $750K - $1000K | 0.35% |
| $1M+ | 0.25% |
Fees are negotiable. Clients automatically receive both investment management and financial consulting services as an integrated package.
Fee Estimator
Location
Lawrence, NJ
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 →Employment History
Current Registrations
Tcm Investment Management
Previous Registrations
Cim Securities, LLCBroker
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.