KC
CFA
KC
CFA

Keith Matthew Cardoza

16 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net WorthBusiness Owners
Compensation
Fixed/Hourly
Firm Size
16 advisors
Number of Clients
248 clients
Average Client Portfolio
$17.2M average
Assets Under Management
$4.3B

Fee Structure

Financial Planning:Investment management only
Minimum Annual Fee:$25,000
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Location

227 West Monroe Street, Suite 1800, Chicago, IL, 60606

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Brownson, Rehmus & Foxworth, INC.
January 2009 - Present · 17 yrs 1 mo
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.
Keith Matthew Cardoza - Financial Advisor | TrueAdvisor