Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Keenan Financial charges a maximum annual fee of 2.00% of assets under management. These fees are negotiable based on relationship size, household accounts, employee/family accounts, and service level. Financial planning fees range from $250 to $5,000, depending on complexity. Tax preparation fees range from $250 to $2,500 and are also negotiable. Clients are responsible for third-party fees.
Areas of Practice
Advisor Information
Office location
11 Beacon St, 13th Floor, Boston, MA, 02108
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jacob is an independent licensed insurance agent and may offer clients advice or products from this activity, which presents a conflict of interest. Jacob spends a few hours per week on this activity.