O’Keefe & Associates provides investment management services on a non-discretionary basis. They create diversified portfolios of stocks, bonds, mutual funds, and exchange traded funds, emphasizing low-cost index funds. O’Keefe also offers financial consulting services. They gather information from clients to determine an appropriate investment strategy, but clients are responsible for the accuracy of the information provided.
Assets Under Management$65M
Clients42
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$65M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Advisory fees are negotiable and arrangements with any particular client may differ. In addition, for family and friends of the Firm, O’Keefe may, in its sole discretion, reduce or waive management fees in their entirety.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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