Brandon Keehr is a CFP-designated registered investment advisor at Schaeffer Financial LLC, based in Rockville, MD, with 3 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 247 clients with $260M 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 $1.5M | 1.00% |
| $1.5M - $5.0M | 0.80% |
| $5M+ | 0.65% |
Fees may be waived, reduced, or negotiated. Certain legacy clients may be subject to a different fee schedule.
Fee Estimator
Location
4612 Great Oak Road, Rockville, MD, 20853
Get directionsHistory
Regulatory History (1)
Criminal
December 1998Other Business Activities
Brandon volunteers with Milestone Senior Services, building wheelchair access ramps in the local area. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Schaeffer Financial LLC
Previous Registrations
Grove Point Investments, LLCBroker
State Registrations1 state
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.