Patrick J. Keating Investment Management manages investment portfolios for individuals, high net worth individuals, and trusts. The firm customizes portfolios based on growth objectives, income, and liquidity needs. The firm invests in safe investments like bonds and CDs for shorter-term needs and allocates the rest to longer-term growth objectives. Clients can provide input on asset allocation.
Assets Under Management$1.7M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$1.7M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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