Keefer Pension Consulting is a registered investment advisor founded in 2009 and based in El Segundo, California. The firm provides customized wealth management services for individuals, high-net-worth individuals, trusts, estates, and retirement plans. Keefer offers non-discretionary investment management, building diversified portfolios using low-cost mutual funds, exchange-traded funds, individual stocks, and bonds based on each client's goals and risk tolerance. Financial planning is typically provided alongside investment management. Additionally, the firm offers retirement plan consulting services to employers, acting as a fiduciary to help design, oversee, and evaluate employee retirement savings plans.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees range from 0.20% to 1.00% depending on the size and complexity of the client relationship. Fees are negotiable at the sole discretion of the advisor.