Thomas Mckeon
Thomas Mckeon is a CFA-designated registered investment advisor at Clothier Springs Capital Management, LLC, based in Phoenixville, PA, with 31 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 25 clients with $13M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.65% |
| $500K - $2.5M | 0.40% |
| $2.5M - $20.0M | 0.25% |
| $20M+ | 0.13% |
Rates shown are for discretionary wealth management accounts. Non-discretionary accounts are charged a flat 0.25% across all tiers. Model portfolios and option-based strategies have a separate fee schedule starting at 0.40%.
Fee Estimator
Location
Phoenixville, PA
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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 →Employment History
Current Registrations
Clothier Springs Capital Management, LLC
Previous Registrations
West Chester Capital Advisors INC
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.
Exams
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