Advisor at St Bernard Asset Management, Inc.
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Firm
St Bernard Asset Management, Inc.
Location
Russellville, AR 72801
Credentials
Series 63, Series 65
Industry experience
36 years
Robert Keenan is a financial advisor with St. Bernard Financial Services, Inc. in Farmington, AR, holding Series 63 and Series 65 credentials and possessing 36 years of industry experience. He has been with St. Bernard Financial Services since 1994 and also serves as CEO of St Bernard Asset Management, Inc. Outside of his advisory roles, he is involved in a radio tower rental business as a shareholder. St. Bernard Financial Services provides investment advisory and brokerage services to individuals, families, small businesses, trusts, and estates. The firm follows a long-term, conservative growth philosophy using tactical asset allocation based on Modern Portfolio Theory, emphasizing low-cost, no-load funds and collaborative, largely non-discretionary client relationships.
Flat fee to be negotiated as alternative to AUM or hourly fees
$0 - $50,000: 2.00% $50,001 - $100,000: 1.75% $100,001 - $250,000: 1.50% $250,001 - $500,000: 1.25% $501,000 - $1 million: 1.00% $1 million+: Negotiable
Commissions on variable products when implemented; commissions fully disclosed and excluded from AUM fees
Typical hourly rate is $125 per hour for consultations and financial planning
Fee-only: Fee based mainly on percentage of assets under management with negotiated flat fee option; also hourly fees available
1609 West Main
Russellville, AR 72801
Arkansas · Connecticut · Florida · Georgia · Illinois · Missouri · North Carolina · Oklahoma · Oregon · Texas · Washington
New Day Wealth Management, LLC
2023 - Present (3 years)
St Bernard Asset Management, Inc.
2022 - Present (4 years)
St. Bernard Financial Services, Inc.
1994 - Present (32 years)
Keenan Companies
1987 - Present (39 years)
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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.
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.
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.
Series 65
Russellville, AR
5thn Financial LLC
CFP®
Russellville, AR
Valtrion Capital Management, LLC
Series 63, Series 66
Russellville, AR
St. Bernard Financial Services, Inc.
Series 63, Series 65
Russellville, AR
St. Bernard Financial Services, Inc.
Series 63, Series 65
Russellville, AR
St. Bernard Financial Services, Inc.
Series 66
Russellville, AR
St. Bernard Financial Services, Inc.
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