Keith Kolinsky
Keith Kolinsky is a CFP, ChFC-designated registered investment advisor at Complete Financial Planning,inc., based in New City, NY, with 9 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, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 35 clients with $32M 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 $250K | 2.00% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $2M+ | 0.40% |
Fees may be negotiable with prior approval.
Fee Estimator
Location
New City, NY
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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 a sole proprietor operating under the name Keith J Kolinsky since 1985. He dedicates minimal time to his business and on rare occasions, recommends life, health, disability, or fixed annuity insurance policies.
Employment History
Current Registrations
Complete Financial Planning,inc.
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.