Peter O'keefe
Peter O'keefe is a CFP-designated registered investment advisor at O'keefe Stevens Advisory, INC., based in Rochester, NY, with 45 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 357 clients with $590M 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 | 1.00% |
| $250K - $1.0M | 0.95% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.37% |
Management fees may be negotiable, on a case-by-case basis and at the discretion of the advisor, based on the case complexity or specific needs of the client.
Fee Estimator
Location
One Bausch & Lomb Place, Suite 920, Rochester, NY, 14604
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2002Employment History
Current Registrations
O'keefe Stevens Advisory, INC.
Previous Registrations
Sage, Rutty & CO., INC.Broker
O'keefe Shaw & CO., INC.Broker
Trubee, Collins & CO., 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.