Thomas Kilgallen

44 Cutler Road
Andover, MA 01810

Independent and Transparent fee-only wealth management

Fair Weather Strategies, LLC | Financial Advisor in Andover ,MA

About Fair Weather Strategies, LLC

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.

15 Years of Experience



General Information
Firm Start Year:   2012
No.of Employees:   1
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:   Individual Investors , Businesses


Services
Investment Types:   Stocks , Mortgages & Real Estate , Annuities , 401k rollovers , Exchange Traded Funds (ETFs) , Insurance , Bonds , Mutual Funds
I can meet clients in the following ways:   Via email , Via phone , At your home , At your office


Qualifications & Memberships
Insurance and Annuity Licenses:   Health , Life
Firm Information
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


Compliance
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 & 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


Education
MBA - Finance  Columbia Business School - New York
Oct 1997- May 1999



FAQs


DISCLOSURE

www.fairweatherinvesting.com

Thomas Kilgallen

Thomas Kilgallen

CERTIFIED FINANCIAL PLANNER™ Certificant, MBA

Biography


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 CFP® 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.

Communities Served

Northshore and Greater Boston

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Sat. 9:00 AM - 5:00 PM