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Keith Larose

Bradley Foster & Sargent INC
41 Years of Experience
Delray Beach, FL
1 Disclosure
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Keith Larose is a registered investment advisor at Bradley Foster & Sargent INC, based in Delray Beach, FL, with 41 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,944 clients with $9.1B in assets under management.

Bradley Foster & Sargent INC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24 advisors
Number of Clients
1,944 clients
Average Client Portfolio
$4.7M average
Assets Under Management
$9.1B

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.75%
$5M+0.50%

Fees are negotiable for individually managed accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

25 Seabreeze Ave, Suite 402B, Delray Beach, FL, 33483

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History

Regulatory History (1)
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Regulatory
September 2021
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Bradley Foster & Sargent INC
February 2000 - Present · 26 yrs 8 mos
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 Registrations8 states
CACTFLGAMARISCTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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