Kevin O'keefe is a registered investment advisor at Edward Jones, based in Kapolei, HI, with 21 years of industry experience. Kevin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B 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 | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
1001 Kamokila Blvd Suite 327, Kapolei, HI, 96707-2014
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Regulatory History (1)
Customer Dispute
May 2011Other Business Activities
Kevin serves as an invited member of the Republic of Marshall Islands Comprehensive Adj Adv Group, advising on fiscal reform and compact management. He also acts as an uncompensated economic advisor to the Government of Palau's President's Advisory Group, assisting with economic arrangements with the US government.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations39 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
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