Keith Kelt
Keith Kelt is a registered investment advisor at Kovack Advisors, INC., based in Ft. Lauderdale, FL, with 58 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 14,305 clients with $5.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kovack Advisors charges an annual fee based on a percentage of the value of your investments. The maximum annual fee is 2.90%. Fees are negotiable and may be calculated as a flat percentage or on a tiered schedule. Fees are billed quarterly or monthly in advance. You are responsible for brokerage commissions and other transactional costs unless your advisor negotiates to cover ticket charges, which may result in a higher overall advisory fee.
Location
6451 N. Federal Hwy, Suite 1201, Ft. Lauderdale, FL, 33308
Get directionsHistory
Regulatory History (4)
Customer Dispute
February 2023Customer Dispute
March 2020Customer Dispute
October 2018Customer Dispute
September 2017Other Business Activities
Keith is a partner at TKG Financial, LLC, spending nearly all of his time overseeing operations. He also owns/operates The Kelt Inc, dealing with real estate and investments for family, and is involved in property management through Kelt Osborne & Co, dedicating minimal time to each.
Employment History
Current Registrations
Kovack Advisors, INC.
Kovack Securities INC.Broker
Previous Registrations
Tkg Financial, LLC
Tkg Financial, LLCBroker
First Wall Street CORP.Broker
Salomon Smith Barney INC.Broker
Lehman Brothers INC.Broker
Quinn & CO., INC.Broker
State Registrations27 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.