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Michael Mckeever

Citizens Securities, INC.
26 Years of Experience
Horsham, PA
2 DisclosuresBroker
View SEC Summary
View SEC Summary

Michael Mckeever is a registered investment advisor at Citizens Securities, INC., based in Horsham, PA, with 26 years of industry experience. Michael 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 60,545 clients with $13B in assets under management.

Citizens Securities, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
787 advisors
Number of Clients
60,545 clients
Average Client Portfolio
$213K average
Assets Under Management
$12.9B

Fee Structure

Minimum Investment:$2K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.35%
$250K - $500K1.25%
$500K - $1.0M1.13%
$1.0M - $2.0M1.08%
$2.0M - $5.0M1.03%
$5M+0.98%

Schedule reflects fees for the Advisory Connect program. Other managed account programs charge an advisor fee up to 2%, plus platform and manager fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

822 Welsh Road, Horsham, PA, 19044

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2004
Settled
Criminal
October 1985
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Citizens Securities, INC.
May 2003 - Present · 23 yrs 5 mos
Citizens Securities, INC.Broker
May 2002 - Present · 24 yrs 5 mos
Previous Registrations
Dreyfus Investment Services Company, LLCBroker
August 2001 - May 2002 · 9 mos
Pruco Securities CorporationBroker
August 1999 - May 2001 · 1 yr 9 mos
State Registrations9 states
CADEFLKYNCNJOHPASC
AdvisorBrokerBoth

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
No exam information available for this advisor.
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