Fair Weather Strategies, LLC (FWS)is an investment advisor registered with the Commonwealth of Massachusetts. FWS provides fee-only wealth management.
The firm emphasizes transparency - the firm website clearly outlines its simple fee structure and investment portfolios are displayed there also. FWS does not derive any wealth management revenues from commissions or from selling any particular fund or product. The firm takes pride in its independence from Wall Street.
FWS offers both passive and active portfolios, with the goal of creating an investment strategy the client can adhere to over time. All investment strategies are implemented only in the context of a comprehensive financial plan, tailored specifically for the individual client's needs.
|Firm Start Year:||2012|
|Name of Custodial Firm:||Pershing Bank of New York, Interactive Brokers, Schwab|
|States Licensed in:||NY, MA|
|Number of Years with Current Firm:||4|
|I work with the following types of clients:||Businesses , Individual Investors|
|Investment Types:||Exchange Traded Funds (ETFs) , Stocks , Mutual Funds , Bonds , Mortgages & Real Estate , Annuities , Insurance , 401k rollovers|
|I can meet clients in the following ways:||Via phone , At your office , At your home , Via email|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Life , Health|
|Firm's Number of Clients:||27|
|Firm's Number of Planning Clients:||25|
|Firm's Number of Managed Clients:||27|
|Assets Managed by Firm:||$5mn|
|Assets Managed by Advisor:||$5mn|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||I am a Fee-Only financial professional|
|Minimum Portfolio Size for New Managed Accounts:||$100,000|
|Compensation Methods:||Based on Assets|
|Fee % Based on Assets:||1|
|MBA - Finance||
Columbia Business School - New York
Oct 1997- May 1999
THOMAS G. KILGALLEN, CERTIFIED FINANCIAL PLANNERâ?˘, MBA
PRINCIPAL, FAIR WEATHER STRATEGIES, LLC
Thomas grew up on the family's cattle farm in the shadow of the Ox Mountains in County Sligo, Ireland. A self confessed quant geek, he started his business career keeping logs and statistics to figure out which breeds and makes of cattle would prove to be the most profitable.
Thomas attained his Bachelors of the Arts degree from University College Dublin, and later moved to New York where he earned his M.B.A. from Columbia Business School, an institution famous for turning out practitioners of the value school of investing, Warren Buffett included. He became a US Citizen in 1991.
After working in Institutional Equities Research Sales for Merrill Lynch and ING Barings and later for Citigroupâ??s hedge fund business, Thomas finally founded Fair Weather Strategies, LLC in 2012 with the goal of delivering cost-effective, wealth management services. Thomas is a CFPÂ® professional.
Thomas Kilgallen and Fair Weather Strategies, LLC have a history free of any regulatory actions. For verification please access the FINRA Broker Check site linked here.
|Northshore and Greater Boston|
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|
|Sat.||9:00 AM - 5:00 PM|