Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.99% |
| $100K - $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1M+ | 1.00% |
Minimum of $100,000 per household. Fees are negotiable.
Fee Estimator
Asset management fees are based on a percentage of assets under management. For financial planning and consulting, hourly fees are $500 for financial advisors and $75 for administrative time. Flat fees for financial planning range from $750 to $5,000. A minimum account balance of $250,000 is required for asset management services, but this is negotiable. A minimum fee of $750 is generally charged for written financial plans.
Areas of Practice
Advisor Information
Office location
1251 North Manassero Street, Suite 405A, Anaheim, CA, 92807
Get directionsRegulatory History (1)
Employment Separation After Allegations
September 2011Other Business ActivitiesSells Insurance
Jack is involved in several outside business activities, primarily related to non-variable insurance sales through various entities including Jack Keeter & Associates LLC and Brokers International, taking up about 20% of his time overall. He also serves as a trustee for the Keeter Family Trust, is involved with a coaching website for other advisors, and owns real estate rental property.