Keith Telesca is a CFP-designated registered investment advisor at Equity Investment CORP, based in Villanova, PA, with 24 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Socially Responsible Investing. Their firm serves 6,039 clients with $3.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
EIC's management fees range from 0.30% to 1% per year of the assets they manage. These fees are negotiable. The fees are billed quarterly in advance. If you terminate your account, any unearned fees will be refunded, and any earned, unpaid fees will be due. Several clients are invested solely in the EIC Value Fund, in which case no management fee is charged by EIC since a management fee is already included in the Fund.
Location
Villanova, PA
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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.
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Keith is a Senior Director at Equity Investment Corporation, dedicating full-time hours to this role. He also serves on the Board of Directors/Asst. Commissioner for Lower Merion Little League, spending minimal time on this non-investment related activity.
Employment History
Current Registrations
Equity Investment CORP
Foreside Funds Distributors LLC
Foreside Funds Distributors LLCBroker
Previous Registrations
Jfb Holdings CORP
Midamerica Financial Services, INC.Broker
Compass Advisory Group, LLC
Samuels Chase & CO., INC.Broker
Evergreen Investment Services, INC.Broker
Prudential Investments LLC
Prudential Investment Management Services LLCBroker
Prudential Securities IncorporatedBroker
Prudential Investment Management Services LLCBroker
State Registrations9 states
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.