Timothy Okeefe is a registered investment advisor at Okeefe & Associates, P.C., based in Orland Park, IL, with 27 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning, Tax Planning. Their firm serves 42 clients with $65M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Advisory fees are negotiable and arrangements with any particular client may differ. In addition, for family and friends of the Firm, O’Keefe may, in its sole discretion, reduce or waive management fees in their entirety.
Fee Estimator
Location
15900 S. Wolf Road, Suite 203, Orland Park, IL, 60467
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Okeefe & Associates, P.C.
State Registrations1 state
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