John O'keefe is a registered investment advisor at Cortland Associates INC, based in St. Louis, MO, with 55 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 390 clients with $1B 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 | 1.00% |
The annual fee is negotiable based upon a client’s aggregate assets under management and other extenuating circumstances. If the account is a balanced account, a balanced account fee will be determined based upon the allocation of assets between the equity and fixed income components of the account.
Fee Estimator
Location
8000 Maryland Avenue, Suite 730, St. Louis, MO, 63105
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Regulatory History (1)
Customer Dispute
August 1998Employment History
Current Registrations
Cortland Associates INC
Previous Registrations
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Pershing & CO., 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.