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Michael Okeefe

19 Years of Experience
Nashville, TN

Michael Okeefe is a registered investment advisor at 12th Street Asset Management, based in Nashville, TN, with 19 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 522 clients with $620M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
522 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$621.6M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

12th Street Asset Management charges up to 1.0% of the market value of your portfolio annually for investment management. The specific fee is detailed in your investment management agreement and may be negotiable. Minimum account size is $1,000,000, but 12th Street may manage accounts below this minimum.

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Location

102 Woodmont Blvd., Suite 460, Nashville, TN, 37205

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
12th Street Asset Management
September 2010 - Present · 15 yrs 8 mos
Previous Registrations
Two Rivers Capital Management, LLC
March 2004 - November 2007 · 3 yrs 8 mos
State Registrations2 states
TNTX
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.
Michael Okeefe - Financial Advisor | TrueAdvisor