John Keene is a CFA-designated registered investment advisor at Cary Street Partners, based in Fort Worth, TX, with 19 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,851 clients with $8.3B 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 $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees are negotiable for amounts over $25,000,001. Fees shown do not include any underlying fund/product fees, where applicable.
Fee Estimator
Location
1701 River Run, Suite 1012, Fort Worth, TX, 79107
Get directionsHistory
Regulatory History (1)
Regulatory
June 2006Employment History
Current Registrations
Cary Street Partners
Previous Registrations
Keene & Dorchak
State Registrations3 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.