Keaton Secretan
Keaton Secretan is a registered investment advisor at Jrs Wealth Management LLC, based in South Jordan, UT, with 4 years of industry experience. Keaton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 348 clients with $140M 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 $100K | 1.75% |
| $100K - $250K | 1.70% |
| $250K - $500K | 1.65% |
| $500K - $1000K | 1.60% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $3.0M | 1.45% |
| $3.0M - $4.0M | 1.40% |
| $4.0M - $5.0M | 1.35% |
| $5M+ | 1.25% |
Fees may be negotiable.
Fee Estimator
Location
10808 South Riverfront Parkway, Suite 351, South Jordan, UT, 84095
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 ActivitiesSells Insurance
Keaton is an independent insurance agent working from the same location. This requires minimal time.
Employment History
Current Registrations
Jrs Wealth Management LLC
Previous Registrations
Pensionmark Financial Group, LLC
State Registrations1 state
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