Koepf Financial Group, operating as M. Thomas Capital Management, provides portfolio management based on individual client goals and risk tolerance. They create investment policy statements and require authority to make trades. They also offer financial planning covering investments, insurance, taxes, retirement, college, and debt. Additionally, they offer project-based financial analysis for specific issues outside traditional planning.
Assets Under Management$7M
Clients38
Advisors1
Avg. per Client$180K
Avg. per Advisor$7M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.0M | 0.65% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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