KL
KL
Keith Larose
40 Years of Experience
Hartford, CT
1 Disclosure
Keith Larose is a registered investment advisor at Bradley Foster & Sargent INC, based in Hartford, CT, with 40 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1,944 clients with $9.1B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
1,944 clients
Average Client Portfolio
$4.7M average
Assets Under Management
$9.1B
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees, including minimum annual fees, are negotiable for individually managed accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
185 Asylum Street, Cityplace Ii, 11th Floor, Hartford, CT, 06103
Get directionsHistory
Regulatory History (1)
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Regulatory
September 2021Final
Employment History
Current Registrations
Bradley Foster & Sargent INC
February 2000 - Present · 26 yrs 2 mos
Previous Registrations
Hartford Financial Group, INC.Broker
February 1994 - February 2000 · 6 yrs
E. T. Andrews & CO., INC.Broker
October 1988 - December 1993 · 5 yrs 2 mos
Dean Witter Reynolds INC.Broker
July 1985 - October 1988 · 3 yrs 3 mos
State Registrations6 states
CACTFLMARITX
Advisor
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.
Exams
No exam information available for this advisor.