MK
MK
Michael Keeton is a registered investment advisor at Grange Capital, LLC, based in Beaverton, OR, with 21 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 247 clients with $200M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
247 clients
Average Client Portfolio
$806K average
Assets Under Management
$199.1M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.00% |
Fees and account minimums may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
6600 SW 105th Ave,, Suite 220, Beaverton, OR, 97008
Get directionsHistory
Regulatory History (1)
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Customer Dispute
January 1993Settled
Employment History
Current Registrations
Grange Capital, LLC
December 2004 - Present · 21 yrs 4 mos
Previous Registrations
UBS Financial Services INC.
January 2004 - September 2004 · 8 mos
State Registrations4 states
CAORTXWA
Advisor
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.
Exams
No exam information available for this advisor.