Matthew Keefe is a registered investment advisor at Mkt and Associates LLC, based in Tacoma, WA, with 25 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning, Tax Planning. Their firm serves 146 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Maximum annual fee. Portfolio management fees are negotiable depending on various factors.
Fee Estimator
Location
1201 Pacific Ave., Suite 605, Tacoma, WA, 98402
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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 Activities
Matthew is the Managing Member/CIO of Columbia River Advisors LLC since 2016. He is also the Managing Member/CCO of MKT and Associates LLC since 2023.
Employment History
Current Registrations
Mkt and Associates LLC
Previous Registrations
Columbia River Advisors
Morgan Stanley Investment Management INC.
Morgan Stanley Distribution, INC.Broker
Russell Investments
Russell Financial Services, INC., Part of Russell InvestmentsBroker
Mbsc Securities Corporation
Mbsc Securities CorporationBroker
Russell Investments
Russell Fund Distributors, INC., Part of Russell InvestmentsBroker
Strong Capital Management INC
Strong Investments, INC.Broker
Dain Rauscher IncorporatedBroker
State Registrations2 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.