Advisor at The Strategic Financial Alliance, 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
The Strategic Financial Alliance, Inc.
Location
Fairfax, VA 22030
Credentials
CFP®, Series 63, Series 65
Industry experience
26 years
Mark Keen is a CFP® with 26 years of industry experience, currently serving as an advisor at The Strategic Financial Alliance, Inc. since 2007. He is a managing member of TKA Holdings, LLC/DBA Keen & Pocock, which is involved in insurance sales, and a partner in EaziHome, a business that provides tools and services to help individuals and families manage and maintain their homes. He also serves on the board of directors for SFA Holdings, Inc. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and consulting through both in-house management and third-party manager platforms. The firm manages a majority of its assets on a non-discretionary basis and supports a dually registered advisor force with various brokerage and solicitor relationships.
Based on The Strategic Financial Alliance, Inc.
Flat fees up to $10,000 for financial planning; Annual flat fee for Subscription Advisory Services (negotiable, billed quarterly or monthly)
$0+: up to 2.0% total advisory fee (including third-party fees); Orion Portfolio Solutions tiered admin fee 0.45% to 0.08%, strategist fees 0.10% - 0.20%, trading and custody fees 0.10% - 0.20%, plus $25 or $50 annual account maintenance fee (may be waived) Not specified+: C-Share Mutual Fund Management Program: 1% annual fee deducted by mutual fund company
Commissions and 12b-1 fees may be earned on implementation of financial plans and certain securities and insurance products
Up to $500 per hour for financial planning and consultation services
Subscription Advisory Services Program offers an annual flat fee (negotiable), billed quarterly or monthly, excluding asset management fees
Account minimum: $25,000 Fee-only: Financial planning and consultation fees negotiated; up to $10,000 flat fee, or $500/hour, or annual management fee of 2% of asset value; fees may be negotiated higher depending on complexity
10300 Eaton Place, Suite 470
Fairfax, VA 22030
Virginia
The Strategic Financial Alliance
2007 - Present (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is 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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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.
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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