Neal Keitz is a registered investment advisor at Keitz Investment Management LTD., based in Jenkintown, PA, with 31 years of industry experience. Neal 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
100 West Ave, Suite 100, Beaver Hill South, Jenkintown, PA, 19046-2642
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Keitz Investment Management LTD.
State Registrations1 state
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