Keith Dershem
Keith Dershem is a CFP-designated registered investment advisor at Bartlett & CO. Wealth Management LLC, based in Cincinnati, OH, with 11 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, High Net Worth, Investment Management, and 1 more. Their firm serves 2,257 clients with $9.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $7.0M | 0.75% |
| $7M+ | 0.50% |
Fees are negotiable. Bartlett does discount or waive fees for employees, family members, or friends of the firm at our sole discretion.
Fee Estimator
Location
600 Vine Street, Suite 2100, Cincinnati, OH, 45202-2466
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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 Activities
Keith is involved with several non-profit organizations, including the Cincinnati Estate Planning Council, Evans Scholars Foundation, St. Vincent de Paul Charitable Pharmacy, Western Golf Association, and the National Association of Estate Planners & Councils. These activities involve general guidance and administration, taking minimal time each month.
Employment History
Current Registrations
Bartlett & CO. Wealth Management LLC
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Fifth Third Securities, INC.
Fifth Third Securities, 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.