A complete list of active advisors currently associated with Jim McKeever
Warmer can help you find a great advisor at Jim McKeever or one who fits your needs even better.
The firm provides comprehensive financial planning and investment advisory services to a limited number of Key Clients (individuals and households) and executes investment advisory services exclusively through its own wrap-fee program. It also offers retirement plan consulting to ERISA-covered plan sponsors and may work with charitable organizations and other non-investment planning clients. Investment management is primarily non-discretionary — the adviser reviews proposed transactions with clients and executes only with their permission — and focuses on retirement accumulation and tax-efficient distribution using pooled vehicles (no-load or load-waived mutual funds, ETFs), variable annuities, select alternatives, and limited individual securities. Research comes from independent providers such as Morningstar, Lipper and S&P, and compensation for comprehensive services is typically an all-inclusive flat fee billed quarterly rather than a percentage-of-assets; insurance product sales can involve commissions that are disclosed to clients. Noteworthy distinctions include operating as the sponsor of a wrap-fee program while managing approximately $87.9 million of non-discretionary assets (with an additional ~$19.0 million under advisement), holding California insurance licenses and acting as an insurance broker/agent, and providing ERISA fiduciary and pension consulting services to plan sponsors. The combination of a wrap program sponsor, primarily non-discretionary AUM, insurance brokerage activity, and work for charitable and pension-plan clients is less common among independent, solo-practitioner peers.
To learn more about the advisors currently working at Jim McKeever, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Huntington Beach, CA
| 27
|
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