Keepsake Management Inc. offers continuous investment advice based on individual client needs, developing personal investment policies and managing portfolios accordingly. They manage accounts on a discretionary or non-discretionary basis. They also offer consulting services on topics like estate planning and retirement planning. Investment recommendations are not limited to specific products and include various securities.
Assets Under Management$23M
Clients53
Advisors1
Avg. per Client$430K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.00% |
| $500K+ | 0.50% |
Fees may be negotiable on a client-by-client basis. Discounts may be offered to family members and friends of associated persons of the firm.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...