Michael Reid is a CFA-designated registered investment advisor at Stonekeep Investments, LLC, based in Sante Fe, NM, with 7 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 5 more. Their firm serves 114 clients with $170M 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% |
| $1M+ | 0.50% |
The annual fee may be negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Location
Sante Fe, NM
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is a Special Projects Manager at Bretagne, LLC since 2021, where he evaluates oil and gas development and other projects. This takes about a quarter of his time some months and minimal time other months.
Employment History
Current Registrations
Stonekeep Investments, LLC
Previous Registrations
Westwood Wealth Management
State Registrations1 state
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