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Thomas Edward Tracy

2 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingCross-Border Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
19 clients
Average Client Portfolio
$502K average
Assets Under Management
$9.5M

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
Minimum Annual Fee:$5,000
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Location

Nova House, 3-5 Ponton St, Edinburgh, EH3 9QQ

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Thomas is the CEO and Founder of Forth Capital Group, an international wealth management firm, dedicating nearly full-time hours to this role. He also owns FC Edinburgh Soccer Team, spending about 10-20% of his time on strategy-related duties.

Employment History
Current Registrations
Forth Capital (USA), LLC
May 2023 - Present · 2 yrs 9 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Thomas Edward Tracy - Financial Advisor | TrueAdvisor