Keith Packard is a registered investment advisor at Activ8 Family Office LLC, based in Mclean, VA, with 12 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Athletes & Entertainers, Business Owners, Corporate Executives, and 7 more. Their firm serves 387 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee of 1.50% for investment management services. Fees are subject to an annual minimum starting at $2,500 and do not include separate platform or third-party manager fees.
Fee Estimator
Location
1775 Tyson'S Blvd, 5th Floor, Suite 5175, Mclean, VA, 22102
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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.
Exams
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