Tory O'keefe
Tory O'keefe is a registered investment advisor at Charles Schwab & CO., INC., based in Corte Madera, CA, with 26 years of industry experience. Tory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
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% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
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 Registrations22 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.