Keith Kohout is a registered investment advisor at Vaultis Private Wealth LTD, based in Cincinnati, OH, with 21 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, and 1 more. Their firm serves 66 clients with $45M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vaultis Private Wealth provides investment management services for an annual fee based on the value of your investments. The annual fee varies between 0.50% and 1.75%. The total fee is split between Vaultis Wealth Management and Morningstar Investment Services. The Morningstar portion of the fee ranges from 0.20% to 0.55%, and the Vaultis portion ranges from 0.55% to 1.10%. Fees will be disclosed in the VPW Management Agreement or the Morningstar Managed Portfolio Program application documents.
Location
Cincinnati, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Keith owns 100% of Hangar 26, LLC, which is involved in aircraft management and operation. He is also a board member of the Beech Heritage Museum and Vaultis Private Wealth is the LLC for his financial practice.
Employment History
Current Registrations
Vaultis Private Wealth LTD
Previous Registrations
Spc
Sigma Financial CorporationBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley
Morgan Stanley Dw 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.