Jack Keleshian
Jack Keleshian is a registered investment advisor at Citizens Private Wealth, based in Westwood, MA, with 30 years of industry experience. Jack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 2,073 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clarfeld Financial Advisors' investment advisory fee is based on a percentage of the market value of your investments, the scope of services, and the type of assets managed. The fee schedule is negotiable and generally ranges between 0.10% and 2.0%. This can be a percentage of the total assets managed, a tiered percentage, or a flat fee.
For investments allocated only to the Taxable and/or Tax-Exempt bond strategies, a separate fee schedule applies:
- First $10 million — 0.40% per year
- Next $10 million — 0.35% per year
- Next $15 million — 0.25% per year
- Next $15 million — 0.20% per year
- Over $50 million — 0.10% per year
If a portion of your portfolio is managed within the Large Cap Strategy, there is an additional fee of 0.20% per year. For the Liquidity Management Strategy, the fee is between 0.05% and 0.25% per year.
Location
200 Station Drive, Westwood, MA, 02090
Get directionsHistory
Regulatory History (3)
Customer Dispute
July 2010Customer Dispute
September 2008Customer Dispute
February 2006Employment History
Current Registrations
Citizens Private Wealth
Citizens Securities, INC.
Citizens Securities, INC.Broker
Previous Registrations
Bancwest Investment Services, INC.Broker
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
J.p.morgan Securities INC.
J.P. Morgan Securities INC.Broker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Wells Fargo Securities INC.Broker
Great Western Financial Securities CorporationBroker
Invest Financial CorporationBroker
State Registrations3 states
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.