TrueAdvisor
TrueAdvisor
KL
KL

Keith Glenn Larose

Bradley Foster & Sargent INC
40 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Bradley Foster & Sargent INC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
4,546 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$7.7B

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.75%
$5M+0.50%

Fees, including minimum annual fees, are negotiable for individually managed accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$5,000

Location

185 Asylum Street, Cityplace Ii, 11th Floor, Hartford, CT, 06103

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
September 2021
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Bradley Foster & Sargent INC
February 2000 - Present · 26 yrs
Previous Registrations
Hartford Financial Group, INC.Broker
February 1994 - February 2000 · 6 yrs
E. T. Andrews & CO., INC.Broker
October 1988 - December 1993 · 5 yrs 2 mos
Dean Witter Reynolds INC.Broker
July 1985 - October 1988 · 3 yrs 3 mos
State Registrations6 states
CACTFLMARITX
Advisor
Exams
No exam information available for this advisor.