Thomas Reilly
Thomas Reilly is a registered investment advisor at Cw Advisors, LLC, based in Quincy, MA, with 26 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 3,296 clients with $9.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CW Advisors generally charges a percentage of the assets they manage for investment management services. The fee typically ranges from 0.50% to 1.50% annually. Clients may also be responsible for fees charged by investment managers they contract with. Fees may vary based on account size, complexity, and investment strategies employed.
Location
400 Crown Colony Drive, Quincy, MA, 02169
Get directionsHistory
Regulatory History (4)
Customer Dispute
December 2005Customer Dispute
September 1996Customer Dispute
October 1992Customer Dispute
August 1992Other Business ActivitiesSells Insurance
Thomas is a licensed insurance agent involved in insurance sales and implementation of insurance recommendations, dedicating minimal time to this activity. He is also the Founder and Managing Member of Point Allerton LLC and the Sole Member of Milmont GP, LLC, both investment-related and requiring minimal time commitments.
Employment History
Current Registrations
Cw Advisors, LLC
Previous Registrations
Fernwood Investment Management, LLC
Bainco International Investors LLC
State Registrations2 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.