Keenan Financial is a registered investment advisor based in Boston, Massachusetts, offering ongoing portfolio management and financial planning services. Keenan Financial builds personalized portfolios using exchange-traded funds, mutual funds, equities, and fixed income securities based on each client's individual goals, time horizon, and risk tolerance. The firm also offers affiliated tax preparation and insurance services through related entities. Keenan Financial serves individuals, high-net-worth individuals, and corporations with no minimum account size required.
Assets Under Management$200M
Clients751
Advisors19
Avg. per Client$270K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is up to 2.00%. Fees are generally negotiable based on relationship size, household accounts, employee accounts, and level of services needed.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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