Joseph Keenan is a CFP, PFS-designated registered investment advisor at Hillhurst Wealth Management LLC, based in West Hills, CA, with 8 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
The above fee schedule includes an estimated third-party Manager’s fee of 0.25%. Please note the actual Manager fee may vary widely depending on the Manager engaged by Hillhurst. However, the total fee charged to the Client by Hillhurst and the third-party manager will not exceed 3% of assets under management annually. Hillhurst and third-party Manager fees with be disclosed to the Client and agreed upon prior to engagement. Clients may also be charged a one-time set-up fee of $250 per account. For Active Investment Management Fees: Assets up to $2,500,000: 1.75%, Assets between $2,500,001 and $5,000,000: 1.65%, Assets between $5,000,001 and $10,000,000: 1.55%, Assets in excess of $10,000,000: Negotiable. The above fee schedule includes an estimated third-party Manager’s fee of 0.75%. Please note the actual Manager fee may vary widely depending on the investment plan structure and the Manager engaged by Hillhurst. However, the total fee charged to the Client by Hillhurst and the third-party manager will not exceed 3% of assets under management annually. Hillhurst and third-party Manger fees will be disclosed to Clients and agreed upon prior to engagement. Clients may also be charged a one-time set-up fee of $300 per account.
Fee Estimator
Location
West Hills, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph is the Chief Financial Officer of MC Legacy Group LLC, a single-family office, since 2021. He dedicates full-time hours to this role, including about half his time during securities trading hours, focusing on investment due diligence, accounting, and related responsibilities.
Employment History
Current Registrations
Hillhurst Wealth Management LLC
Previous Registrations
Hillhurst Wealth Management LLC
Bucks County Financial Planning Group, INC.
Hillhurst Wealth Management LLC
State Registrations1 state
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