Thomas Gore is a CFP-designated registered investment advisor at Keen Capital, LTD, based in Chapin, SC, with 21 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 113 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Keen Capital's investment management fees are paid quarterly and based on the average daily balance of your account. The fees will not exceed 1.25% annually. The exact fee depends on the complexity of the services, the amount of assets managed, and the overall relationship with Keen Capital. Wealth management fees, which include financial planning, will not exceed 2.00% annually.
Contact
Thomas Gore
Location
118 Columbia Avenue, Chapin, SC, 29036
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas is the President of Core Advisors, LTD, a registered investment advisor, since 2007. He spends about half his time on financial planning and investment advice.
Employment History
Current Registrations
Keen Capital, LTD
Previous Registrations
MML Investors Services, 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.