Thomas Kehoe is a registered investment advisor at Cx Institutional, LLC, based in Portage, MI, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 4,077 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CX Institutional charges a percentage of the value of your investments, and this fee is negotiable up to 2.0%. The exact fee depends on factors like the representative assigned to your account, the amount you invest, the complexity of your situation, and your servicing needs. Clients also pay a $10 quarterly fee per account, plus $2.50 per sleeve per quarter, and an additional $2.50 per account quarterly for account aggregation services.
Location
8075 Creekside Drive, Suite 140, Portage, MI, 49024
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Thomas is a managing member of 721 Asset Management, LLC, which owns and leases an office building to Oak Point Financial Group, spending minimal time on this activity. He also has two business entities, Vest Pro and Hefty Wealth Partners/Oak Point/Vest Pro, for tax/investment purposes, dedicating minimal time to each.
Employment History
Current Registrations
Cx Institutional, LLC
Previous Registrations
Oak Point Wealth Management, LLC
Oak Point Financial Group
LPL Financial LLCBroker
LPL Financial LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
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.