Thomas Brown is a registered investment advisor at Capital Management Services, INC., based in Manchester, MO, with 36 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 145 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Location
410 Sovereign Ct., Suite 13, Manchester, MO, 63011
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Thomas sells fixed and equity annuities, disability insurance, health insurance, and life insurance, dedicating a few hours per week. He also assists high school students with college and career selection, spending minimal time on this non-investment related activity.
Employment History
Current Registrations
Capital Management Services, INC.
Previous Registrations
World Equity Group, INC.
World Equity Group, INC.Broker
Questar Capital CorporationBroker
Usallianz Securities, INC.Broker
Walnut Street Securities, INC.Broker
World Group Securities, INC.Broker
Wma Securities, INC.Broker
The O.N. Equity Sales CompanyBroker
Equity Services, INC.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations1 state
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.