Keith Feinberg is a CFP-designated registered investment advisor at Five Eleven Family Office LLC, based in New York, NY, with 4 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Five Eleven Family Office charges an annual management fee based on a percentage of the assets they manage. This fee is negotiated with each client and ranges from 0% to 2% per year, paid quarterly in advance. Five Eleven also charges an annual fee to advise on a client's portfolio, called an Advisement Fee, which ranges from 0% to 1% per year, paid quarterly in advance. The Management Fee and the Advisement Fee are invoiced together and be referred to as the “Wealth Management Fee”.
Location
1044 Franklin Avenue, Suite 205, New York, NY, 11530
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Keith is a licensed attorney in the state of New York, but is non-practicing.
Employment History
Current Registrations
Five Eleven Family Office LLC
Previous Registrations
Seven Mile Advisory LLC
Mariner Platform Solutions
Cerity Partners LLC
State Registrations1 state
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