Advisor at Keepsake Management Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Keepsake Management Inc.
Location
Lexington, KY
Credentials
Series 63, Series 65
Industry experience
15 years
Christopher Chamberlain is the sole advisor at Keepsake Management Inc. in Lexington, KY, holding Series 63 and Series 65 designations with 15 years of industry experience. He has been with Keepsake Management since 2000. Keepsake Management Inc. provides investment supervisory services and consulting to both non-high-net-worth and high-net-worth individuals, employing a range of strategies including long-term holdings, short-term trading, options, margin transactions, and short sales tailored to client objectives. The firm offers discretionary and non-discretionary account management as well as focused consulting engagements such as estate and retirement planning.
Based on Keepsake Management Inc.
$0 - $250,000: 1.50% $250,001 - $500,000: 1.00% $500,001+: 0.50%
$100 to $300 per hour
Lexington, KY
Kentucky
Keepsake Management Inc.
2000 - Present (26 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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