EK
CFA
EK
CFA

Edward Thomas Keating

3 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
9 advisors
Number of Clients
390 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$395.2M

Fee Structure

Minimum Investment:$500K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.10%
$1.0M - $3.0M1.00%
$3.0M - $5.0M0.90%
$5.0M - $7.0M0.85%
$7.0M - $15.0M0.78%
$15.0M - $25.0M0.68%
$25.0M - $35.0M0.58%
$35.0M - $50.0M0.50%
$50.0M - $75.0M0.45%
$75.0M - $100.0M0.40%
$100M+0.40%

Fees negotiable for accounts over $100,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

18W140 Butterfield Road, Suite 1160, Oakbrook Terrace, IL, 60181

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Edward is a member of the volunteer board of directors and finance, investment, and scholarship committees for the Waubonsee Community College Foundation since 2016, and was elected Board President in September 2020. He volunteers a few hours per week, some of which occur during business hours.

Employment History
Current Registrations
Sage Private Wealth Group, LLC
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Calamos Wealth Management LLC
January 2019 - November 2021 · 2 yrs 10 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.
Edward Thomas Keating - Financial Advisor | TrueAdvisor