Tory O'keefe
Tory O'keefe is a registered investment advisor at Charles Schwab & CO., INC., based in Corte Madera, CA, with 27 years of industry experience. Tory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fees for assets over $25 million are negotiable. A grandfathered schedule exists for clients enrolled prior to October 1, 2024.
Fee Estimator
Location
1704 Redwood Highway, Corte Madera, CA, 94925
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2008Other Business Activities
Tory co-owns a residential real estate rental property with their father since 2016, holding a 10% ownership stake. Tory spends about 10-20% of their time on this activity and receives a small amount of rental income.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations25 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.
Exams
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