Christopher Mckeon is a registered investment advisor at Oakvale Investments INC., based in Fairfax, CA, with 30 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 30 clients with $74M 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 | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees may be negotiable on a case-by-case basis. OVI sometimes charges flat negotiated fees instead of the tiered schedule.
Fee Estimator
Location
Fairfax, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Oakvale Investments INC.
State Registrations1 state
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