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Bekim Redzic

14 Years of Experience
Skokie, IL
May Earn Commission

Bekim Redzic is a registered investment advisor at Keystone Asset Management LLC, based in Skokie, IL, with 14 years of industry experience. Their practice areas include High Net Worth, Investment Management.

Compensation
Commission-BasedFee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Keystone Asset Management does not have a general fee schedule. Fees for investment in the Funds or managed accounts vary and are described in detail in each Fund’s Offering Documents or applicable Client account agreement. The fees are negotiable.

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Location

Skokie, IL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Bekim works part-time as an office manager for Beta Electric, Inc., an electrical construction company, which is a family business. He spends minimal time on payroll management, job scheduling, and general paperwork.

Employment History
Current Registrations
Keystone Asset Management LLC
June 2011 - Present · 14 yrs 11 mos
State Registrations1 state
IL
Advisor

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.

Exams
No exam information available for this advisor.