Thomas Kee is a registered investment advisor at Equity Logic, based in Rancho Santa Fe, CA, with 14 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 32 clients with $12M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Equity Logic offers several investment strategies, each with its own fee structure. Here's a breakdown:
- Evitar Corte: 0.5% of your portfolio per year.
- ULTRA Evitar Corte: 1% of your portfolio per year, plus 20% of profits exceeding the S&P 500 return.
- CORE Portfolio: 1% of your portfolio per year, plus 20% of participation fees.
- ULTRA CORE: 2% of your portfolio per year, plus 20% of participation fees.
- LETS: 2% of your portfolio per year, plus 20% of participation fees.
- Bond Accounts: Fees are negotiable and vary based on returns.
Larger accounts may qualify for discounts: 10% off for accounts over $5M, 20% off for accounts over $10M, and 30% off for accounts over $50M. Some strategies have performance-based fees, which only apply to qualified clients.
Location
Rancho Santa Fe, CA
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
August 1999Other Business Activities
Thomas is the CEO of Stock Traders Daily, an investment newsletter subscription business, since 2000. He spends approximately 2 hours per day writing the newsletter, primarily after market hours.
Employment History
Current Registrations
Equity Logic
Previous Registrations
Equity Logic
Equity Logic
Equity Logic
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.