Dennis O'keefe
Dennis O'keefe is a CFP-designated registered investment advisor at Successful Money Strategies INC, based in Fall River, MA, with 21 years of industry experience. Dennis 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, Retirement Planning. Their firm serves 252 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Successful Money Strategies charges a fee based on the amount of your portfolio, the complexity, and other circumstances. The fees range from 0.40% to 1.5% and are negotiable. These fees are in addition to any fees charged by the mutual funds you invest in. Fees are billed at the end of each quarter, based on the value of your account at that time.
Location
10 North Main Street, Fall River, MA, 02720
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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 ActivitiesSells Insurance
Dennis collects residual insurance commissions as an insurance agent since 1992. He facilitates contact between clients and insurance companies, dedicating minimal time to this activity.
Employment History
Current Registrations
Successful Money Strategies INC
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.