Richard Keffert is an Accredited Asset Management Specialist and financial advisor local to Charlottesville, Virginia, offering investment advice and financial services through LPL Financial. Rich focuses on thorough stock research rather than salesmanship, believing that clients' fees should support activities that benefit their investments.
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Richard Keffert * Charlottesville Financial Services * Investment & Asset Management | richardkeffert.com Reviews
https://richardkeffert.com
Richard Keffert is an Accredited Asset Management Specialist and financial advisor local to Charlottesville, Virginia, offering investment advice and financial services through LPL Financial. Rich focuses on thorough stock research rather than salesmanship, believing that clients' fees should support activities that benefit their investments.
richardkeffert.com
F.A.Q. | Richard Keffert * Charlottesville Financial Services * Investment & Asset Management
http://www.richardkeffert.com/faq.html
Accredited Asset Management Specialist. Mail: richard.keffert@lpl.com. Help with Logging In. Specialization and Value to Clients. Have a question not listed here? Please contact Rich at 434 978-7424, richard.keffert@lpl.com. Or use the contact form. How are you paid? I prefer to work with clients on an annual fee basis as this largely removes transaction costs from investment decision making and enables decisions to be made on the merit of the investment. Please see Account Fees. Why are you not fee-only?
Resources | Richard Keffert * Charlottesville Financial Services * Investment & Asset Management
http://www.richardkeffert.com/resources/index.html
Accredited Asset Management Specialist. Mail: richard.keffert@lpl.com. Help with Logging In. Specialization and Value to Clients. There are many wonderful resources already available online. Rich reserves this page for those that he finds the very most useful and for resources he references in seminars. Beneficiary Required Minimum Distributions. Required minimum Distribution (RMD). Roth vs. Traditional IRA. Home and Personal Finance. Saving for College — Save on Taxes with 529 Plans.
Fees | Richard Keffert * Charlottesville Financial Services * Investment & Asset Management
http://www.richardkeffert.com/fees.html
Accredited Asset Management Specialist. Mail: richard.keffert@lpl.com. Help with Logging In. Specialization and Value to Clients. Below are listings of my annual fees. For portfolios composed of both stocks and mutual funds please request. Schedule of Annual Fees — Individual Stocks and Bonds. 50,000 - $100,000. 100,000 - $500,000. 500,000 - $1 Million. 1 Million - $3 Million. Schedule of Annual Fees — Mutual Funds. 50,000 - $100,000. 100,000 - $500,000. 500,000 - $1 Million. 1 Million - $3 Million.
About Rich | Richard Keffert * Charlottesville Financial Services * Investment & Asset Management
http://www.richardkeffert.com/about.html
Accredited Asset Management Specialist. Mail: richard.keffert@lpl.com. Help with Logging In. Specialization and Value to Clients. First I shake the whole apple tree, that the ripest might fall. Then I climb the tree and shake each limb, and then each branch and then each twig, and then I look under each leaf.". Ndash; Martin Luther. A Sincere Interest in Investing. I love what I do—the research, the relationships with clients—going to work is never a chore for me.". A Focus on Research. By using independ...
Location | Richard Keffert * Charlottesville Financial Services * Investment & Asset Management
http://www.richardkeffert.com/location.html
Accredited Asset Management Specialist. Mail: richard.keffert@lpl.com. Help with Logging In. Specialization and Value to Clients. Where is my office? My office is located off of Hillsdale Drive, near Fashion Square Mall and behind Toys R Us. From Route 29 turn onto Branchland Blvd. and then left onto Hillsdale Drive. Immediately turn right onto Incarnation Drive and another immediate right into our parking lot. Continue past Atlantic Sports and Rehab to the lower end of the parking lot.
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Devon Builder Kingsbridge Plumber. Builder and plumbing Contractor Richard Keep of West Charleton, Devon offers a range of domestic building services including plumbing work in the South Hams area. As a member of the Federation of Master Builders, Richard prides himself on the high quality work and professional, friendly service he provides.He offers a comprehensive turn-key service covering all aspects of home improvement. Pressurised Hot Water Systems. CLICK HERE FOR MORE. CLICK HERE FOR MORE.
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Please confirm your Subscription. The Australian eCommerce Guide. My new Australian eCommerce Guide website launched in June 2014. It is a resource for Australian business owners to learn what they need to know about doing better business online, specifically about eCommerce tools, resources and the many service providers locally and internationally who can help Aussie businesses get better eCom results. The Australian eCommerce Guide. Website is at www.eComGuide.com.au. To focus on results? Chances are,...
Richard Keffert * Charlottesville Financial Services * Investment & Asset Management
Accredited Asset Management Specialist. Mail: richard.keffert@lpl.com. Help with Logging In. Specialization and Value to Clients. Research, Priority #1. Making research my first priority runs contrary to the more usual focus of investment professionals on salesmanship. Consistent with my philosophy of bringing value to clients, I believe that clients' fees should support activities that benefit their investments, or improve the quality of the investment experience. Who do I serve? My own independent rese...
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Richard Keil Photography
Call today on 07774 689 530. Get in touch; call 07774 689 530 or email richard@richardkeilphotography.com. 2015 Richard Keil Photography.
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