KS
CFP
KS
CFP

Keegan Fay Stroup

17 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
583 clients
Average Client Portfolio
$10.4M average
Assets Under Management
$6.1B

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $10.0M1.00%
$10.0M - $20.0M0.75%
$20.0M - $35.0M0.50%
$35.0M - $50.0M0.35%
$50M+0.35%

Fees negotiable for amounts over $50 million.

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

Location

1861 International Drive, Suite 501, Mclean, VA, 22102

Get directions

History

Regulatory History
Clean regulatory record

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
Andersen
August 2011 - Present · 14 yrs 6 mos
Previous Registrations
Capital Fiduciary Advisors, INC.
August 2007 - July 2010 · 2 yrs 11 mos
State Registrations2 states
DCVA
Advisor
Exams
No exam information available for this advisor.
Keegan Fay Stroup - Financial Advisor | TrueAdvisor