Keenan Financial provides investment management based on individual client goals and risk tolerance. They also offer financial planning covering areas like retirement, college, and debt. Additionally, Keenan provides tax preparation and planning services. Keenan primarily uses ETFs and mutual funds to diversify client portfolios.
Assets Under Management$150M
Clients726
Advisors24
Avg. per Client$200K
Avg. per Advisor$6.2M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
24 Advisors at this firm
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