TM
TM
Thomas Mcneill
37 Years of Experience
Toms River, NJ
3 Disclosures
Thomas Mcneill is a registered investment advisor at Asset Management Services Group, INC., based in Toms River, NJ, with 37 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 54 clients with $4.8M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
54 clients
Average Client Portfolio
$89K average
Assets Under Management
$4.8M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
In addition to AMSG's fees, clients will also pay internal fees charged by the mutual funds or variable annuities.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
4 Palm Springs Ct, Toms River, NJ, 08753
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Regulatory History (3)
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Regulatory
May 2001Final
Employment Separation After Allegations
November 1995Regulatory
June 1993Final
Employment History
Current Registrations
Asset Management Services Group, INC.
November 2007 - Present · 18 yrs 5 mos
Previous Registrations
Asset Management Services Group, INC.Broker
August 1996 - June 2000 · 3 yrs 10 mos
Polaris Financial Services, INC.Broker
January 1995 - December 1995 · 11 mos
Mutual Fund Management CO., INC.Broker
December 1989 - December 1994 · 5 yrs
Anchor National Financial Services, INC.Broker
August 1987 - December 1989 · 2 yrs 4 mos
Anchor National Financial Services, INC.Broker
January 1983 - December 1989 · 6 yrs 11 mos
Cardell & Associates, IncorporatedBroker
September 1980 - January 1983 · 2 yrs 4 mos
State Registrations1 state
NJ
Advisor
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.
Exams
No exam information available for this advisor.