Thomas Mcgahan is a CFA-designated registered investment advisor at Eamon Capital Management, LLC, based in Wexford, PA, with 5 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 62 clients with $15M 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.60% |
For held-away accounts managed by Pontera Solutions, Inc., an additional 0.25% will be charged. For accounts invested in any of TPFG’s strategies or available offerings, clients will separately pay an advisory fee to TPFG. At no point will the total advisory fees charged to clients exceed 2% of assets under management. Fees may be negotiable.
Fee Estimator
Location
7500 Brooktree Road, Suite 100, Wexford, PA, 15090
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Eamon Capital Management, LLC
State Registrations1 state
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