Kehoe Investment Services (KIS) offers financial planning and investment management. Financial plans cover investment management, cash management, risk management, retirement planning, and estate planning. KIS's investment strategy focuses on a disciplined asset allocation philosophy, minimizing costs, diversifying investments, and rebalancing portfolios.
Assets Under Management$9.7M
Clients10
Advisors1
Avg. per Client$970K
Avg. per Advisor$9.7M
Fee Structure
Investment management only (planning not offered)
Kehoe Investment Services charges a percentage of your portfolio annually for investment management, generally ranging from 0.5% to 2%. Fees are billed quarterly in advance. All fees are subject to negotiation.
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