Thomas Gahan
Advisor at Procyon
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Procyon
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Financial planning fixed fees generally range between $2,500 and $25,000. Educational seminars/workshops fixed fees up to $2,500 per engagement. Institutional consulting also offered for fixed fees.
$0 - $1,000,000: 1.25% annually $1,000,001 - $5,000,000: 1.00% annually $5,000,001 - $10,000,000: 0.75% annually $10,000,001 - $20,000,000: 0.65% annually $20,000,001 - $50,000,000: 0.55% annually $50,000,001 - $100,000,000: 0.45% annually $100,000,001+: Negotiable
Managing Director $450/hr, Certified Financial Planners $350/hr, Non-CFP Analysts $250/hr for financial planning and consulting services. Institutional consulting services up to $450/hr.
Fee-only: Financial planning and consulting services offered on hourly basis or fixed fee ranging from $2,500 to $25,000. Hourly rates: Managing Director $450/hr, CFP $350/hr, Non-CFP $250/hr.
PROCYON Advisors, LLC
2017 - Present (9 years)
Procyon Institutional Partners, LLC
2017 - 2021 (4 years)
UBS financial Services Inc.
2007 - 2017 (10 years)
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