Robert Keenan
Robert Keenan is a registered investment advisor at New Day Wealth Management, LLC, based in Oklahoma City, OK, with 36 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8 clients with $360K 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 $50K | 2.00% |
| $50K - $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees negotiable for accounts over $10 million.
Fee Estimator
Location
United Founders Building, Suite 104, Oklahoma City, OK, 73112
Get directionsHistory
Regulatory History (3)
Regulatory
February 2010Regulatory
April 2007Regulatory
May 2003Other Business Activities
Robert is a shareholder for a radio tower rental, spending minimal time per year. He is also the Owner & CEO of St Bernard Asset Management, Inc., spending a few hours per week, and a Trustee for Earl Weniger Living Trust, spending minimal time per week. Additionally, Robert is the COO and 20% owner of New Day Wealth Management, LLC, dedicating a few hours per week.
Employment History
Current Registrations
New Day Wealth Management, LLC
St Bernard Asset Management, INC.
St. Bernard Financial Services, INC.
St. Bernard Financial Services, INC.Broker
Previous Registrations
St. Bernard Financial Services, INC.
Security Investments of Conway INC.Broker
Washington Square Securities, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations27 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.