Thomas Goetzinger is a CFA-designated registered investment advisor at Msh Capital Advisors LLC, based in Scottsdale, AZ, with 5 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 2,076 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MSH Capital Advisors offers investment management through both wrap and non-wrap fee programs. The fees are a percentage of the value of your portfolio and are negotiated with your advisor, up to a maximum of 2.00% per year. The fee includes investment management and ongoing advice. In wrap fee accounts, the fee also includes transaction costs. In non-wrap fee accounts, you'll pay transaction costs separately.
Location
23350 N Pima Road, Scottsdale, AZ, 85255-7153
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 →Other Business Activities
Thomas is a managing partner and portfolio manager at Candor Wealth Advisors LLC, focusing on client investment management. He dedicates full-time hours to this role.
Employment History
Current Registrations
Msh Capital Advisors LLC
Previous Registrations
First Financial Equity Corporation
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.