Keenan Private Wealth Management offers a combination of financial planning and investment consulting services. KPWM participates in the BNY Advisors Managed 360® Program, recommending third-party investment managers to clients. KPWM also provides private wealth management services, a combination of financial planning and investment consulting services. Additionally, KPWM offers non-continuous asset management of client funds based on the individual needs of the client. KPWM also provides financial planning and consulting services.
Fee Structure
KPWM participates in the BNY Advisors Managed 360® Program. Clients in this program pay an all-inclusive fee to BNY Advisors, which includes charges for the activities of the Managers, BNY Advisors’ advisory services, custody and clearing of transactions, and account reporting. KPWM also charges an investment advisory consulting fee ranging from 1% to 2% of assets under management.
KPWM also offers investment management services. The annual fees for these services range from 1% to 2% of the assets managed. Fees are billed quarterly, in advance.