Mark Keating
Mark Keating is a registered investment advisor at Willow Creek Wealth Management, INC., based in Sebastopol, CA, with 18 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 1,068 clients with $2.3B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Rates reflect the standard schedule. Managing partners charge a higher quarterly minimum of $2,500 compared to $1,250 for other advisors. Some legacy accounts or negotiated schedules may apply.
Fee Estimator
Contact
Mark Keating
Location
825 Gravenstein Hwy. N., Suite 5, Sebastopol, CA, 95472
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 →Employment History
Current Registrations
Willow Creek Wealth Management, INC.
State Registrations3 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
Additional Information
I am proud to share my wealth management know-how at Willow Creek as I work with clients to address their investment, tax-planning, and estate-planning goals, so they can advance efficiently toward their financial aspirations. I am fascinated with portfolio design and financial planning processes, and love bringing both into play as a member of our investment committee.
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