Patrick Keen
Patrick Keen is a registered investment advisor at Private Client Services, LLC, based in Robinson, IL, with 41 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
1507 West Main St., Robinson, IL, 62454
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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
Patrick is involved in insurance-related work, specifically selling life, fixed and indexed annuities, and long-term care insurance through Prairie Rivers Investments LLC. This activity requires minimal time.
Employment History
Current Registrations
Private Client Services, LLCBroker
Prairie Rivers Investments, LLC
Previous Registrations
Securities America, INC.Broker
Securities Service Network, LLCBroker
Ssn Advisory, INC.
Investment Advisors
Proequities, INC.Broker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations12 states
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