Advisor at Clothier Springs Capital Management, LLC
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Firm
Clothier Springs Capital Management, LLC
Location
Phoenixville, PA
Credentials
CFA®, Series 63, Series 65
Industry experience
31 years
Thomas Mckeon is a CFA® charterholder with 31 years of industry experience, serving as the sole advisor at Clothier Springs Capital Management, LLC in Phoenixville, PA. He holds Series 63 and Series 65 licenses and leads an independent advisory firm. Clothier Springs Capital Management provides discretionary investment advisory and portfolio management services to private individuals, high-net-worth clients, and institutional entities, including municipal governments and pension plans. The firm employs globally allocated, broadly diversified portfolios primarily using low-cost, index-based ETFs, and offers specialized strategies such as rules-based option hedging, derivative consulting, and Outsourced CIO services.
Based on Clothier Springs Capital Management, LLC
Based on Clothier Springs Capital Management, LLC
Modest flat fee for limited engagements such as portfolio review; negotiated flat retainer per project for derivative consulting
$0 - $500,000: 0.65% (discretionary), 0.25% (non-discretionary) $500,001 - $2,500,000: 0.40% (discretionary), 0.25% (non-discretionary) $2,500,001 - $20,000,000: 0.25% (discretionary), 0.25% (non-discretionary) $20,000,001+: 0.125% (discretionary and non-discretionary)
Account minimum: $100,000 Minimum fee: $1,250 fee minimum for non-discretionary accounts Fee-only: Flat 1.0% investment management fee for Clothier Springs Capital Partners LLC partnership based on NAV; negotiated flat retainer per project for derivative consulting; modest flat fee for limited engagements such as portfolio reviews
Phoenixville, PA
Pennsylvania
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Other specialized services
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