Keith Egbert
Keith Egbert is a registered investment advisor at Shade Tree Advisors LLC, based in Saratoga Springs, NY, with 14 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 34 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Asset-based fees range from 0.10% to 1.00% annually, billed quarterly in arrears. Subject to a minimum relationship fee of $5,000.
Fee Estimator
Location
19 Railroad Place, Suite 301, Saratoga Springs, NY, 12866
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Keith is an independent licensed insurance agent in New York, specializing in life, accident, and health insurance since 2017.
Employment History
Current Registrations
Shade Tree Advisors LLC
Previous Registrations
Goldman Sachs & CO. LLCBroker
Goldman Sachs Wealth Services, L.P.
Mercer Allied Company, L.P.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.
Exams
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