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Jonathan Keetz

9 Years of Experience
Manhattan Beach, CA

Jonathan Keetz is a registered investment advisor at Cambria Investment Management, L.P., based in Manhattan Beach, CA, with 9 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 212 clients with $2.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
212 clients
Average Client Portfolio
$12.6M average
Assets Under Management
$2.7B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.15%

This fee is charged by Betterment, not Cambria, for the Cambria Digital Advisor Accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3300 Highland Avenue, Manhattan Beach, CA, 90266

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Cambria Investment Management, L.P.
September 2016 - Present · 9 yrs 8 mos
State Registrations14 states
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Advisor

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
No exam information available for this advisor.