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Keith Gendreau

2 Years of Experience
Honolulu, HI

Keith Gendreau is a registered investment advisor at East Pacific Investment Company, INC., based in Honolulu, HI, with 2 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.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$33.0M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fee is negotiated on a client-by-client basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Honolulu, HI

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Keith is a Managing Partner and Owner/Member of Mahiki Ranch LLC since 2008, a family cattle ranch and commercial office building. He spends about 10-20% of his time on ranch-related activities, building maintenance and management, and general office administrative functions.

Employment History
Current Registrations
East Pacific Investment Company, INC.
November 2023 - Present · 2 yrs 6 mos
State Registrations1 state
HI
Advisor

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
No exam information available for this advisor.