Thomas Mckeon
Thomas Mckeon is a CFA-designated registered investment advisor at Clothier Springs Capital Management, LLC, based in Phoenixville, PA, with 31 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 23 clients with $12M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clothier Springs Capital Management offers investment management services with fees based on the amount of assets managed.
For Global Portfolios | Wealth Management:
- On the first $500,000: 0.65% (discretionary), 0.25% (non-discretionary)
- On the next $2,000,000: 0.40% (discretionary), 0.25% (non-discretionary)
- On the next $17,500,000: 0.25% (discretionary), 0.25% (non-discretionary)
- Above $20,000,000: 0.125% (discretionary), 0.125% (non-discretionary)
For CSCM Model Portfolios, the structurALPHA Options-Based Strategies, Outsourced CIO:
- On the first $1,000,000: 0.40%
- On the next $1,500,000: 0.30%
- On the next $17,500,000: 0.15%
- Above $20,000,000: 0.10%
Location
Phoenixville, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Clothier Springs Capital Management, LLC
Previous Registrations
West Chester Capital Advisors INC
State Registrations1 state
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