Jeremiah Barwick is a registered investment advisor at Keen Capital, LTD, based in Chapin, SC. Jeremiah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Insurance Planning, and 2 more. Their firm serves 113 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Keen Capital's investment management fees are paid quarterly and based on the average daily balance of your account. The fees will not exceed 1.25% annually. The exact fee depends on the complexity of the services, the amount of assets managed, and the overall relationship with Keen Capital. Wealth management fees, which include financial planning, will not exceed 2.00% annually.
Location
510 Lexington Avenue, Suite 101, Chapin, SC, 29036
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Keen Capital, LTD
State Registrations1 state
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