James Keelin
James Keelin is a registered investment advisor at Frazer Bay Investments L. L. C., based in Burnsville, MN, with 31 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 10 clients with $3.2M 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 $100K | 2.00% |
| $100K - $500K | 1.50% |
| $500K+ | 1.00% |
Qualified clients may also be charged a performance-based fee of up to 20% of profits. When giving investment advice to clients regarding employee-sponsored retirement plans, client will be billed at the hourly rate of $100.
Fee Estimator
Location
Burnsville, MN
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Regulatory History (1)
Regulatory
June 2018Employment History
Current Registrations
Frazer Bay Investments L. L. C.
Previous Registrations
Piper Jaffray & CO.Broker
Miller, Johnson & Kuehn, IncorporatedBroker
R.J. Steichen & CompanyBroker
Miller, Johnson & Kuehn, IncorporatedBroker
Summit Investment CorporationBroker
Marquette Financial Services, 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.