Michael O'keeffe
Michael O'keeffe is a PFS-designated registered investment advisor at Mok Financial Planning & Tax, INC., based in Millis, MA, with 20 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 82 clients with $54M 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 $249K | 1.50% |
| $249K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.85% |
| $3M+ | 0.75% |
Fees are negotiable depending on individual client circumstances. Family accounts may be combined for breakpoint discounts.
Fee Estimator
Location
730 Main Street, 1-C, Millis, MA, 02054
Get directionsHistory
Regulatory History (2)
Regulatory
March 2019Customer Dispute
March 2018Other Business Activities
Michael is a CPA registered in Maryland since 1993, offering tax preparation and bookkeeping services. He also manages a rental property and a family-owned second home, dedicating minimal time to these activities.
Employment History
Current Registrations
Mok Financial Planning & Tax, INC.
Previous Registrations
Oakdale Wealth Management
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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