Judy Kehoe is a registered investment advisor at Kehoe Investment Services, INC, based in Deland, FL, with 21 years of industry experience. Judy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 10 clients with $9.7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kehoe Investment Services charges a percentage of your portfolio annually for investment management, generally ranging from 0.5% to 2%. Fees are billed quarterly in advance. All fees are subject to negotiation.
Location
Deland, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Kehoe Investment Services, INC
Previous Registrations
Kehoe Investment Services, INC
Brookstreet Capital Management
State Registrations1 state
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