Firm
Keenan Private Wealth Management
New York, New York
Fee-only
Facts
| Based in | New York, New York |
|---|---|
| Website | keenanpwm.com |
| [email protected] | |
| Phone | (646) 274-1266 |
Keenan Private Wealth Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $500,000 |
|---|---|
| How it charges | Percentage of assets · Hourly |
In the firm's words
"A minimum of $500,000 of assets under management is required for this service." source
"Annual fees for Investment Management Services are based upon a percentage of assets under management and is generally around 1%." source
"These fees are calculated and charged on an hourly basis, ranging from $300 to $500 per hour." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $8 million |
| Individual clients | 5 |
| Financial planning | Offered |
| Form ADV filed | March 19, 2026 |
| SEC record | CRD 118174 |