SM
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Sandra Mckeever

26 Years of Experience
Hagatna
1 Disclosure

Sandra Mckeever is a registered investment advisor at Asia Pacific Financial Management Group, INC., based in Hagatna, with 26 years of industry experience. Sandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,433 clients with $290M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
1,433 clients
Average Client Portfolio
$200K average
Assets Under Management
$286.2M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.85%
$250K - $500K1.75%
$500K - $1000K1.50%
$1.0M - $3.0M1.35%
$3.0M - $5.0M1.10%
$5M+1.10%

Fees negotiable for accounts over $5,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

145 Aspinall Avenue, Hagatna, 96910-5156

Get directions

History

Regulatory History (1)
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Financial
April 2023
Final
Other Business Activities

Sandra is the VP/Admin of Prometi, LLC, which is involved in landscaping, property management, and health and wellness consulting.

Employment History
Current Registrations
Asia Pacific Financial Management Group, INC.
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
Asia Pacific Financial Management Group, INC.Broker
January 2000 - February 2024 · 24 yrs 1 mo
State Registrations7 states
AZCAHINVORTXWA
Advisor

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.
Sandra Mckeever - Financial Advisor | TrueAdvisor