Kevin Keefe
Kevin Keefe is a CFA-designated registered investment advisor at Independent Financial Group, LLC, based in San Diego, CA, with 22 years of industry experience. Kevin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 26,635 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 2.00% |
| $2.0M - $5.0M | 2.00% |
| $5M+ | 2.00% |
Maximum advisor fee is shown; program fees (0.04% to 0.16%) and transaction charges may apply depending on the selected program. Fees are negotiable.
Fee Estimator
Location
12671 High Bluff Dr, Ste 200, San Diego, CA, 92130
Get directionsHistory
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 Activities
Kevin is a board member of FMT Solutions, dedicating minimal time to this role. This activity is not investment-related.
Employment History
Current Registrations
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Previous Registrations
Realta Equities, INC.Broker
Realta Investment Advisors, INC
Bny Mellon Capital Markets, LLCBroker
LPL Financial LLCBroker
Independent Advisor Alliance, LLC
LPL Financial LLC
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
First Allied Advisory Services, INC.
Royal Alliance Associates, INC.Broker
Fsc Securities CorporationBroker
Sagepoint Financial, INC.Broker
LPL Financial CorporationBroker
Fidelity Investments Institutional Services Company, INC.Broker
New England Funds, L.P.Broker
New England SecuritiesBroker
Pioneer Funds Distributor, INC.Broker
State Registrations2 states
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
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