William Keefe is a registered investment advisor at Mcrae Capital Management INC., based in Morristown, NJ, with 17 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 839 clients with $820M 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Location
230 Madison Avenue, Morristown, NJ, 07960
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
William is a Director on the board for Old Point Financial Corporation (NASDAQ: OPOF) since May 2016, dedicating minimal time to this role. He participates in management oversight, policy setting, and governance as a member of the Board of Directors and the Audit Committee.
Employment History
Current Registrations
Mcrae Capital Management INC.
Previous Registrations
Tsp Capital Management Group, LLC
State Registrations1 state
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