Guy Keefer
Guy Keefer is a CFP-designated registered investment advisor at Keefer Pension Consulting, INC., based in El Segundo, CA, with 39 years of industry experience. Guy 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. Their firm serves 57 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Keefer Pension Consulting provides investment management services as part of its wealth management offering. The annual advisory fee ranges from 0.20% to 1.00% of the value of your portfolio, depending on the size and complexity of your account. The fee is calculated based on the average daily balance of your investments and is charged quarterly. Relationships with multiple objectives, specific reporting requirements, portfolio restrictions and other complexities may be charged a higher fee. This fee does not include brokerage or custody fees.
Location
400 Continental Boulevard, 6th Floor, El Segundo, CA, 90245
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Regulatory History (1)
Regulatory
November 1998Employment History
Current Registrations
Keefer Pension Consulting, INC.
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Investors Capital Advisory
Investors Capital CORP.Broker
Capital Analysts, IncorporatedBroker
Capital Analysts, Incorporated
Western International Securities, INC.Broker
Spectrum Securities, INC.Broker
Smith Culver InvestmentsBroker
Kennedy, Cabot & CO.Broker
Gary-Wheaton Stock Brokerage, INC.Broker
State Registrations1 state
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.