Keith McBride Financial Services Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$27,956,994
Clients
70
Advisors
1
of 1 employees
About
Keith McBride Financial Services Inc. provides advisory services to individuals, high‑net‑worth clients, and pension/profit‑sharing plans, offering ongoing portfolio management, financial planning, and pension consulting. Its investment advice is generally limited to mutual funds, equities, fixed income, ETFs, real‑estate funds (including REITs) and select insurance products, with annuities restricted to fixed contracts.
The firm builds an Investment Policy Statement for each client to document goals, time horizon, and risk tolerance, and offers both discretionary and non‑discretionary management with periodic (at least quarterly) reviews and custodian‑issued reporting. Investment methods include fundamental, quantitative, technical/charting, cyclical and modern portfolio theory, and the firm implements both long‑term and short‑term trading strategies.
A relatively uncommon feature is that a firm representative is a licensed insurance agent and the firm offers commissionable insurance products; the brochure discloses these outside compensation arrangements and states the firm will document and disclose related conflicts of interest. The firm also discloses referral arrangements (for real estate and e‑commerce) and requires use of a specific institutional custodian, steps it cites as part of its approach to managing execution, reporting, and potential conflicts.
Client services
Expertise
Fee options
Fixed fee of $2,500 for creating client financial plans
$0 - $3,000,000: 1.50% $3,000,001 - $5,000,000: 1.00% $5,000,001+: 0.75%
$250 per hour for financial planning services
Main office
Torrance CA
Advisors at this office
1
Most active in
California · Missouri · Oregon · Texas · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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