Thomas Shrager is a registered investment advisor at Tweedy, Browne Company LLC, based in Stamford, CT, with 23 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 224 clients with $7.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Tweedy, Browne Company LLC charges a percentage of invested equity annually. There is no charge on cash reserves for most clients. Fees vary based on account type and strategy:
- Global and International Strategy (Private Accounts): 1.5% of invested equity annually.
- U.S. Equity/ADR (Private Accounts): 1.5% on the first $25 million of invested equity and 1.25% on the remaining balance.
- Global High Dividend Strategy (Private Accounts): 1.25% of invested equity annually.
- Institutional Accounts: 0.85% on the first $100 million of invested equity and 0.75% on the remaining balance.
Charitable private accounts may be eligible for a 10% discount. The firm may negotiate different fee arrangements with clients.
Location
One Station Place, Stamford, CT, 06902
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas serves as President (since 2009) and Director (since 2008) of Tweedy, Browne Fund Inc., an investment-related business. He devotes time on an as-needed basis.
Employment History
Current Registrations
Tweedy, Browne Company LLC
Amg Distributors, INC.
Amg Distributors, INC.Broker
Previous Registrations
Tweedy, Browne Company LLCBroker
State Registrations1 state
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