Thomas Maccowatt
Thomas Maccowatt is a CFA-designated registered investment advisor at Williams Jones Wealth Management, LLC, based in Palm Beach, FL, with 6 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, High Net Worth, Insurance Planning, and 2 more. Their firm serves 1,687 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
For tax exempt municipal bond assets, the annual investment advisory fee rate is generally no higher than .50% of the market value. Fees are potentially negotiable.
Fee Estimator
Location
249 Royal Palm Way, Suite 502, Palm Beach, FL, 33480
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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 →Employment History
Current Registrations
Williams Jones Wealth Management, LLC
Previous Registrations
Williams, Jones & Associates, LLC
State Registrations2 states
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