John Reid is a registered investment advisor at Keenan Financial, based in Boston, MA, with 14 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 751 clients with $200M 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 | 2.00% |
Maximum annual fee is up to 2.00%. Fees are generally negotiable based on relationship size, household accounts, employee accounts, and level of services needed.
Fee Estimator
Location
7 Bulfinch Place, Suite 302, Boston, MA, 02114
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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 →Other Business ActivitiesSells Insurance
John teaches lacrosse programs and camps for youth and high school athletes since 2013, and is also a licensed insurance producer since 2015. He spends a few hours per week on these activities.
Employment History
Current Registrations
Keenan Financial
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Invest Financial CorporationBroker
Invest Financial Corporation
Morgan Stanley
Morgan StanleyBroker
State Registrations1 state
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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