Thomas Mccabe is a PFS-designated registered investment advisor at Alliance Wealth Management Group, LLC, based in Flemington, NJ, with 18 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, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 447 clients with $520M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AWMG manages investment portfolios for a fee based on the value of your account. The maximum annual fee is 1.95%. Fees are billed quarterly in advance and are negotiable. AWMG requires a minimum account balance of $500,000, but this may be negotiable or waived. If AWMG uses a sub-advisor, they will compensate the sub-advisor from the overall investment advisory fee.
Location
23 Royal Road, Suite 101, Flemington, NJ, 08822
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas is an adjunct professor teaching accounting at Rider University, spending minimal time. He is also a member/registered admin at Alliance Wealth Management Group, dedicating nearly full-time hours, and the CEO of Alliance Worldwide, spending about 10-20% of his time advising companies. Finally, Thomas owns Sugar Hill Capital, a holding company for personal assets, spending a few hours per week.
Employment History
Current Registrations
Alliance Wealth Management Group, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Triad Advisors, INC.Broker
LPL Financial LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 states
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