Keith Larkin
Keith Larkin is a registered investment advisor at Robertson Stephens, based in San Francisco, CA, with 26 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,060 clients with $7.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Robertson Stephens charges a percentage of your portfolio to manage your investments. The exact percentage is negotiable and depends on the size and complexity of your account, but typically ranges from 0.10% to 2% per year. The fee is calculated based on the value of your investments at the end of each calendar quarter and is typically deducted directly from your account.
Location
455 Market Street, Ste. 1450, San Francisco, CA, 94105-2442
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Keith is affiliated with Robertson Stephens Wealth Management, LLC as a Wealth Manager and Robertson Stephens Capital Markets, LLC as a Principal and MD. Keith is also a licensed independent insurance agent.
Employment History
Current Registrations
Robertson Stephens
Robertson Stephens Capital Markets, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Deutsche Bank Securities INC.
Deutsche Bank Securities INC.Broker
Neuberger Berman, LLCBroker
Neuberger Berman, LLC
Rochdale Investment Management
Rim Securities LLCBroker
Stephens INC.Broker
State Registrations1 state
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.