Shawn O'keefe
Shawn O'keefe is a registered investment advisor at Summit Wealth Strategies, based in Denver, CO, with 31 years of industry experience. Shawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 78 clients with $51M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.80% |
Fees are negotiable. Firm may direct clients to Impact Partnership Wealth, LLC, which has a different fee schedule: $1,000,000 - $5,000,000: 1.65%, $5,000,001 - $10,000,000: 1.50%, Over $10,000,001: 1.35%
Fee Estimator
Location
425 S Cherry St, Suite 840, Denver, CO, 80246
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2011Other Business ActivitiesSells Insurance
Shawn is the Managing Director of Summit Wealth Strategies, LLC, providing insurance and investment services, dedicating full-time hours. He also works with The Impact Partnership, LLC as an independent life insurance agent, also full-time, and is the Managing Director of The Deferred Tax Strategy, spending a few hours per week developing marketing strategies. Shawn is also the owner of Summit Wealth Marketing Co.
Employment History
Current Registrations
Summit Wealth Strategies
Previous Registrations
Impact Partnership Wealth, LLC
Resources Investment Advisors
Summit Wealth Financial Planners
Redhawk Wealth Advisors, INC.
Investment Advisors
Proequities, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Allstate Financial Services, LLCBroker
MML Investors Services, INC.Broker
Pruco Securities CorporationBroker
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.