Keith Packard
Keith Packard is a registered investment advisor at Activ8 Family Office LLC, based in Mclean, VA, with 12 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Activ8 Family Office uses third-party managers for investment management. The maximum annual fee charged by Activ8 will not exceed 1.50%, subject to an annual minimum fee starting at $2,500. This fee does not include separate fees for the Dynasty platform, the OCIO program, and fees paid to the third-party managers.
Location
1775 Tyson'S Blvd, 5th Floor, Suite 5129, Mclean, VA, 22102
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 →Other Business Activities
Keith is a writer for Forbes, an American business magazine, and maintains his own blog about tax issues for athletes. He dedicates minimal time to these activities, ranging from zero to 10 hours per month.
Employment History
Current Registrations
Activ8 Family Office LLC
Previous Registrations
Ofs
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.