Advisor at Asset Management Services Group, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Asset Management Services Group, Inc.
Location
Toms River, NJ 08753
Credentials
Series 63, Series 65
Industry experience
37 years
Thomas Mcneill is a financial advisor with Asset Management Services Group, Inc. in Toms River, NJ. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. He has been with Asset Management Services Group, Inc. since 1996 and has been self-employed since 1978. Asset Management Services Group, Inc. advises individual and business clients and manages risk-focused mutual fund and variable annuity portfolios used in various retirement and tax-advantaged accounts. The firm employs a combination of Modern Portfolio Theory and active market timing through a Price Trend Management process, providing continual oversight and buy-sell decisions aimed at downside protection.
Based on Asset Management Services Group, Inc.
$0 - $500,000: 2.00% annually $500,000 - $1,000,000: 1.5% annually $1,000,000+: 1.0% annually
Account minimum: $10,000
4 Palm Springs Ct
Toms River, NJ 08753
New Jersey
Asset Management Services Group, Inc.
1996 - Present (30 years)
Asset Management Group, Inc.
1995 - Present (31 years)
SELF EMPLOYED
1978 - Present (48 years)
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Trust company
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Lawyer
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Other specialized services
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