Keith L. Eliou, CFP offers financial planning and portfolio management services. Financial planning covers areas like cash flow, insurance, taxes, education savings, retirement, and estate planning. Portfolio management involves using third-party custodians and money managers to manage client assets. Keith L. Eliou may also provide fiduciary and non-fiduciary services to retirement plans.
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.