Robert Keidan
Robert Keidan is a CFP-designated registered investment advisor at Keidan Financial Consultants LLC, based in Columbus, OH, with 46 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 176 clients with $500M 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 $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Location
400 South 5th Street #100, Columbus, OH, 43215
Get directionsHistory
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
Robert is the president of Keidan Financial Consultants, a registered investment advisor, dedicating nearly full-time hours to managing money. He also owns Keidan Financial Consultants and spends minimal time selling term and long-term care insurance to clients.
Employment History
Current Registrations
Keidan Financial Consultants LLC
Osaic Wealth, INC.Broker
Previous Registrations
Integrated Resources Equity CorporationBroker
Ids Life Insurance CompanyBroker
Ids Marketing CorporationBroker
Investors Diversified Services, INC.Broker
State Registrations30 states
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.