Keenan Financial
Assets Under Management
$148.0M
Number of Clients
726
Number of Advisors
14
Average Client AUM
$204K
AUM per Advisor
$10.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Keenan Financial provides portfolio management based on client goals, financial planning covering various areas, and tax preparation services. Investment advice is generally limited to insurance products, equities, and fixed income, primarily through ETFs and mutual funds.
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
Location
11 Beacon St, 13th Floor, Boston, MA, 02108