Keith Eliou
Keith Eliou is a CFP-designated registered investment advisor at Keith L. Eliou, CFP, based in Pittsburgh, PA, with 1 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Keith L. Eliou, CFP offers portfolio management services. Your management fee is based on the complexity of the work and the services provided. While there is no minimum management fee, the maximum management fee may not exceed 3.0% annually. These fees do not include fees charged by the third-party custodians or third-party money managers used by Keith L. Eliou.
Location
950 Greentree Road, Suite 202B, Pittsburgh, PA, 15220
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Keith is an attorney focusing on elder law and real estate, dedicating a few hours per week. He also owns Keith Eliou Real Estate Services Inc. and Advocate Insurance Agency, Inc., spending a few hours per week on each, and Advocate Mortgage Services Inc., where he spends about 20% of his time on mortgage lending.
Employment History
Current Registrations
Keith L. Eliou, CFP
State Registrations1 state
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