Keith Tomer
Keith Tomer is a registered investment advisor at Commonwealth Financial Network, based in Doylestown, PA, with 21 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.
Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.
Location
601 New Britain Road, Suite 525, Doylestown, PA, 18901
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2020Regulatory
February 2017Other Business ActivitiesSells Insurance
Keith sells fixed insurance, dedicating minimal time to this activity. He also works as an Operations Assistant with signing authority for MCKC, LLC, taking about half of his time.
Employment History
Current Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations21 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.