Todd Keating is a registered investment advisor at Parvin Asset Management, LLC, based in Phoenixville, PA, with 19 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 101 clients with $180M 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 $10.0M | 1.25% |
| $10.0M - $50.0M | 1.00% |
| $50M+ | 0.75% |
Rates shown are for the Hedged Equity strategy. Other strategies have different fee schedules: Select Equity & Balanced (1.00% down to 0.60%), Fixed Income (0.50% down to 0.30%), Ultrashort Treasuries (0.25% down to 0.15%), and Hedged Ultrashort Treasuries (0.50% down to 0.30%). Fees are negotiable.
Fee Estimator
Location
Phoenixville, PA
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 →Employment History
Current Registrations
Parvin Fund Management
Parvin Asset Management, LLC
Previous Registrations
Nuveen Asset Management
Rittenhouse Asset Management, 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.
Exams
More Advisors
- Thomas Mckeon, CFAClothier Springs Capital Management, LLC
- Edward Hull, CFAAmg Funds LLC
- Patricia Mchugh, CFPBarnstone Advisors LLC
- Donald Bennyhoff, CFABennyhoff & CO.
- Gary Dolbashian, ChFCArnold Investment Group
- Julia Wenger, CFP, ChFCOsaic Wealth, INC.