Keith Hays is a registered investment advisor at Creative Capitalists, INC, based in Glendale, CA, with 7 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 57 clients with $23M 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.50% |
| $15M+ | 0.50% |
Fees negotiable above $15,000,000. Clients will not be charged a total management fee over the 3% industry average.
Fee Estimator
Location
3501 Ocean View Blvd, Glendale, CA, 91208
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Creative Capitalists, INC
State Registrations1 state
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