Peter Keefe is a CFA-designated registered investment advisor at Rockbridge Capital Management, based in Alexandria, VA, with 20 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 48 clients with $190M 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 | 1.00% |
Minimum fee is $12,500 per quarter, which may be waived. Minimum account size is $5,000,000, which may be waived.
Fee Estimator
Location
225 Reinekers Lane, Suite 625, Alexandria, VA, 22314
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Rockbridge Capital Management
Previous Registrations
Avenir Corporation
State Registrations3 states
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