Jim McKeever is a registered investment advisor providing investment advisory and portfolio management services under a wrap fee program. Clients pay a single fixed fee that covers the firm's services and outside charges from clearing/custodial firms. The fixed fee is not a percentage of assets and varies depending on portfolio value, number/types of accounts, and financial planning services utilized. The firm focuses on comprehensive financial planning and investment advisory services for a limited number of clients.
Fee Structure
Jim McKeever offers investment advisory and portfolio management services under a wrap fee program. Clients pay a single fixed fee, not based on a percentage of assets, which covers the firm's services and outside charges from clearing/custodial firms. The fixed fee is negotiable and varies depending on factors such as portfolio value, number and types of accounts, and level of financial planning services utilized.