David Keefe
David Keefe is a registered investment advisor at Eagle Strategies LLC, based in Waltham, MA, with 32 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eagle Strategies offers investment advice through several programs:
- Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
- New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
Location
201 Jones Road, 5th Floor, Waltham, MA, 02451
Get directionsHistory
Regulatory History (3)
Customer Dispute
December 2006Customer Dispute
December 2006Customer Dispute
August 2006Other Business ActivitiesSells Insurance
David works as an insurance broker with various carriers, operating under the DBA 4-Point Financial to sell New York Life products. He also owns rental property and is a shareholder in NYLARC Holding Company, Inc., and is involved in professional networking and the Boston Estate Planning Council Board of Directors.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations22 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.