Jakob Rainsford is a registered investment advisor at Keenan Financial, based in Boston, MA. Jakob 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.
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Learn about disclosures →Employment History
Current Registrations
Keenan Financial
State Registrations1 state
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