Alice Mckeon
Alice Mckeon is a registered investment advisor at Network 1 Financial Advisors INC., based in Red Bank, NJ, with 18 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 56 clients with $41M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Network 1 Financial Advisors charges an annual investment management fee based on the investment strategy used and the representative who brought you to the firm. The fee is calculated as a percentage of your assets.
- Allocation among mutual funds only: 0.75% of assets under management.
- All other allocation strategies: Up to 1.50% of assets under management. This includes strategies using SEI Investments Company's Managed Account Program and Integrated Managed Account Program, and AssetMark, Inc.'s investment platform.
An additional amount is added for the investment advisor representative, resulting in a total charge between 1.25% and 2.50%. This fee is pro-rated and paid quarterly, based on the market value of your assets at the end of the quarter. The firm may charge a lower fee at its discretion.
Location
2 Bridge Ave, Suite 241, Red Bank, NJ, 07701
Get directionsHistory
Regulatory History (1)
Judgment / Lien
September 2007Other Business ActivitiesSells Insurance
Alice is the founder and managing director of Twin Lights Capital, LLC, a commercial finance consulting business, but spends no time on it during trading hours. She is also a registered representative with Network 1 Financial Securities (full-time), an investment advisor representative with Fortis Capital Advisors (about 10-20% of her time), and sells fixed insurance products (a few hours per week).
Employment History
Current Registrations
Network 1 Financial Advisors INC.
Network 1 Financial Securities INC.Broker
Previous Registrations
Fortis Capital Advisors, LLC
Network 1 Financial Advisors INC.
Sfg Securities, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations10 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.