Jacob Monroe is a registered investment advisor at Keenan Financial, based in Boston, MA, with 1 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 726 clients with $150M 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 | 2.00% |
Fees are negotiable and may be lower based on relationship size, accounts within the same household, and level of service needed.
Fee Estimator
Location
7 Bulfinch Place, Suite 302, Boston, MA, 02114
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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 ActivitiesSells Insurance
Jacob is an independent licensed insurance agent and may offer clients advice or products from this activity, which presents a conflict of interest. Jacob spends a few hours per week on this activity.
Employment History
Current Registrations
Keenan Financial
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.