Jack Keeter is a registered investment advisor at Retirementadvice | Jka, based in Anaheim, CA, with 26 years of industry experience. Jack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 242 clients with $240M 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 $100K | 1.99% |
| $100K - $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable. Clients utilizing the third-party management services of Zacks Investment Management, Inc. will be charged an additional fee of 0.28% annually for equity portfolios and 0.18% annually for ETF portfolios.
Fee Estimator
Location
1251 North Manassero Street, Suite 405A, Anaheim, CA, 92807
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
September 2011Other Business ActivitiesSells Insurance
Jack is involved in several outside business activities, primarily related to non-variable insurance sales through various entities including Jack Keeter & Associates LLC and Brokers International, taking up about 20% of his time overall. He also serves as a trustee for the Keeter Family Trust, is involved with a coaching website for other advisors, and owns real estate rental property.
Employment History
Current Registrations
Retirementadvice | Jka
Previous Registrations
Keeter Payne Capital Management, LLC
LPL Financial LLC
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.