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Keene & Dorchak
Fort Worth, Texas
Keene & Dorchak is a small investment advisory firm based out of Fort Worth, TX, with a team of four highly skilled professionals. With an average of $54,630,000 in assets under management per investment advisor, they offer comprehensive investment advisory services to a diverse client base. The firm manages over $163,097,000 in assets, primarily catering to high net worth individuals. While the majority of their clients are individuals, they also possess the expertise to manage employer funds.
Keene & Dorchak's compensation structure includes various types, such as a percentage of assets under management, ensuring alignment wit...see more
Assets Under Mgmt
$163.1M
Investment Professionals
4
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
Services Provided Section
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Reviews for Keene & Dorchak
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