Marc Keller
Marc Keller is a registered investment advisor at Cibc Private Wealth Advisors, INC., based in New York, NY, with 36 years of industry experience. Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth. Their firm serves 10,045 clients with $61B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Schedule is for new accounts with equity and balanced portfolios. Minimum annual fee of $10,000. Fees may be negotiable. Other schedules exist for fixed income and cash portfolios.
Fee Estimator
Location
300 Madison Avenue, 7th Floor, New York, NY, 10017
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2000Other Business Activities
Marc is on the board of directors for Cristcot LLC, dedicating minimal time. He also serves as a trustee and chair of the finance committee for the Belmont Backstretch Pension Fund and as a trustee for various family trusts, spending a few hours per week on these activities.
Employment History
Current Registrations
Cibc Private Wealth Advisors, INC.
Previous Registrations
Invesco Aim Distributors, INC.Broker
At Investor Services, INC.Broker
Sanfrey Securities, INC.Broker
Paine Webber Mitchell Hutchins INC.Broker
Kuhn Loeb & CO. IncorporatedBroker
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.