MK
MK
Michael Keitz
33 Years of Experience
Ambler, PA
1 Disclosure
Michael Keitz is a registered investment advisor at Keitz Investment Management LTD., based in Ambler, PA, with 33 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 49 clients with $16M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
49 clients
Average Client Portfolio
$327K average
Assets Under Management
$16.0M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Fees for other amounts are negotiable. Billed monthly on a trailing basis as 1/12th of the annual rate.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1126 Horsham Rd, Suite 110, Ambler, PA, 19002
Get directionsHistory
Regulatory History (1)
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Regulatory
December 2019Final
Employment History
Current Registrations
Keitz Investment Management LTD.
February 1995 - Present · 31 yrs 8 mos
Previous Registrations
Century Securities Associates INC
February 2006 - June 2013 · 7 yrs 4 mos
Century Securities Associates, INC.Broker
September 1994 - June 2013 · 18 yrs 9 mos
Montano Securities CorporationBroker
June 1993 - July 1994 · 1 yr 1 mo
Welco Securities, INC.Broker
February 1993 - July 1993 · 5 mos
Thomas James Associates, INC.Broker
July 1992 - October 1992 · 3 mos
State Registrations1 state
PA
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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