Thomas Brown
Thomas Brown is a registered investment advisor at Spreng Capital Management, INC., based in Bucyrus, OH, with 19 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 937 clients with $270M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.55% |
| $5M+ | 0.25% |
Fees are negotiable. Employees, close friends, and relatives of the principals and employees of SCM may be charged a lower fee.
Fee Estimator
Location
201 South Sandusky Avenue, Bucyrus, OH, 44820
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Regulatory History (1)
Criminal
February 2023Other Business Activities
Thomas is the owner of Thomas Brown Accounting, a CPA firm. He dedicates about a quarter of his time to this activity, with 90% of his trading hours also devoted to it.
Employment History
Current Registrations
Spreng Capital Management, INC.
State Registrations2 states
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.