Keith Deane is a CFP-designated registered investment advisor at Deane Retirement Strategies, INC., based in New Orleans, LA, with 17 years of industry experience. Keith 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 137 clients with $250M 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 $1.0M | 1.25% |
| $1.0M - $1.5M | 1.25% |
| $1.5M - $3.0M | 1.20% |
| $3.0M - $5.0M | 1.10% |
| $5.0M - $7.0M | 1.00% |
| $7.0M - $10.0M | 0.90% |
| $10.0M - $20.0M | 0.80% |
| $20.0M - $30.0M | 0.70% |
| $30M+ | 0.60% |
Accounts under $1,000,000 are subject to a minimum quarterly fee of $3,125. Accounts under $100,000 are billed at a flat 1.00% annual rate. Certain 401(k) accounts without brokerage windows are billed at 0.20% per year.
Fee Estimator
Contact
Keith Deane
Location
2065 Energy Centre, 1100 Poydras Street, New Orleans, LA, 70163
Get directionsHistory
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 →Employment History
Current Registrations
Deane Retirement Strategies, INC.
Previous Registrations
Peachtree Capital Corporation INC.
State Registrations2 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
Additional Information
Keith has maintained a contributing presence at Deane Retirement Strategies for over a decade, joining our team full time in 2010. After earning degrees in both Finance and Financial Planning from the University of Georgia, Keith worked as a Retirement Consultant with Peachtree Capital Corporation, an Atlanta-based firm specializing in estate, tax and retirement planning for high wealth individuals. He is credentialed as a Certified Financial Planner (CFP); a Certified Retirement Counselor (CRC); an Accredited Investment Fiduciary (AIF); and a NAPFA registered Financial Advisor (Fee-Only Advisor).
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