Keith Mesecher is a registered investment advisor at Mesecher, Keith, based in San Diego, CA, with 4 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 43 clients with $58M 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 $50K | 2.00% |
| $50K - $100K | 1.50% |
| $100K+ | 1.00% |
Fee Estimator
Location
San Diego, CA
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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 →Other Business Activities
Keith provides spiritual advising a few hours per week and performs administrative work for an individual for minimal time. He is also a registered investment advisor as a sole proprietor, spending about half his time on this business.
Employment History
Current Registrations
Mesecher, Keith
Previous Registrations
Thrive Portfolios
State Registrations1 state
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