Michael Keitz
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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Keitz Investment Management will manage your investments for a fee based on a percentage of the assets they manage, ranging from 0.5% to 2.5% annually. Fees are billed monthly.
For managed assets:
- Up to $2,500,000: 1.00%
- $2,500,000 - $5,000,000: $26,400 + 0.9% of amount over $2,500,000
- $5,000,000 and above: $48,900 + 0.8% of amount over $5,000,000
Fees are negotiable for other amounts. The minimum to open an investment management account is $100,000.
Location
1126 Horsham Rd, Suite 110, Ambler, PA, 19002
Get directionsHistory
Regulatory History (1)
Regulatory
December 2019Employment History
Current Registrations
Keitz Investment Management LTD.
Previous Registrations
Century Securities Associates INC
Century Securities Associates, INC.Broker
Montano Securities CorporationBroker
Welco Securities, INC.Broker
Thomas James Associates, INC.Broker
State Registrations1 state
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.