Thomas Macey
Thomas Macey is a registered investment advisor at Souders Financial Advisors, LLC, based in Cincinnati, OH, with 17 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,314 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.10% |
| $500K - $750K | 1.00% |
| $750K - $1000K | 0.90% |
| $1.0M - $1.2M | 0.80% |
| $1.3M - $2.5M | 0.70% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $7.5M | 0.60% |
| $7.5M - $10.0M | 0.55% |
| $10M+ | 0.50% |
Fees are calculated and billed quarterly in advance. Client accounts may be aggregated for fee arrangement purposes in order to achieve break points. For certain clients, the firm will use a flat or fixed fee schedule, which is often influenced by the scope of the engagement and the services provided.
Fee Estimator
Location
5968 Bridgetown Road, Cincinnati, OH, 45248
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 ActivitiesSells Insurance
Thomas is an insurance agent for CAI Insurance Agency, Inc. and CAI Insurance Agency, Inc. DBA Actuarial & Employee Benefit Services Co., selling health, long-term care, disability, group benefits, and property and casualty insurance (taking about a quarter and about 10-20% of his time, respectively). He is also involved with Souders Financial Advisors, LLC, Souders Financial Group, Inc., Strategic Capital Advisers, and Macey Ventures LLC in various financial and administrative roles, dedicating significant time to these activities.
Employment History
Current Registrations
Souders Financial Advisors, LLC
Private Client Services, LLCBroker
Previous Registrations
LPL Financial LLC
Advantage Investment Management, LLC
LPL Financial LLCBroker
National Planning CorporationBroker
Raymond James Financial Services, INC.Broker
Primevest Financial Services, INC.Broker
MML Investors Services, INC.Broker
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.