Mark Keen
Mark Keen is a CFP-designated registered investment advisor at Strategic Blueprint, LLC, based in Fairfax, VA, with 27 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 3,506 clients with $2.5B 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 $250K | 2.25% |
| $250K - $500K | 2.15% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Rates shown are the maximum asset-based fees for the all-inclusive program. Non-inclusive program maximum rates are 0.10% lower across all tiers. All fees are negotiable.
Fee Estimator
Location
10300 Eaton Place, Suite 470, Fairfax, VA, 22030
Get directionsHistory
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
Mark is a managing member at TKA Holdings/Keen & Pocock, where he is involved in insurance sales and marketing financial services, dedicating minimal time. He also serves as a director at SFA Holdings, Inc. and a partner at EaziHome, which provides home management tools and services, spending a few hours per week promoting services.
Employment History
Current Registrations
Strategic Blueprint, LLC
The Strategic Financial Alliance
The Strategic Financial Alliance, INC.Broker
Previous Registrations
Reliance Capital Advisors, INC.
Reliance Securities, LLCBroker
The Strategic Financial Alliance
The Strategic Financial Alliance, INC.Broker
Ifg Advisory Services INC
Ifg Network Securities, INC.Broker
State Registrations44 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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