Clothier Springs Capital Management is an independent registered investment advisor founded in 2010 by Thomas F. McKeon, Chartered Financial Analyst. The firm builds low-cost, globally diversified portfolios primarily using index-based exchange-traded funds, alongside rules-based option-hedging strategies designed to manage risk and enhance returns. Clothier Springs offers customized wealth management for private clients, model portfolios, option-based strategies, and outsourced investment office services for institutions. While the firm does not provide standalone financial planning for a separate fee, it incorporates relevant retirement, tax, estate, and other financial projections directly into its ongoing advisory services. Clothier Springs acts as a fiduciary and manages accounts on a discretionary basis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.65% |
| $500K - $2.5M | 0.40% |
| $2.5M - $20.0M | 0.25% |
| $20M+ | 0.13% |
Rates shown are for discretionary wealth management accounts. Non-discretionary accounts are charged a flat 0.25% across all tiers. Model portfolios and option-based strategies have a separate fee schedule starting at 0.40%.