Keaton Macut is a registered investment advisor at Asset Strategy Retirement Plan Consultants, LLC, based in Camp Hill, PA, with 7 years of industry experience. Keaton 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 242 clients with $120M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
242 clients
Average Client Portfolio
$481K average
Assets Under Management
$116.4M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.20%
$1.0M - $3.0M1.00%
$3.0M - $5.0M0.75%
$5.0M - $10.0M0.50%
$10.0M - $15.0M0.45%
$15.0M - $20.0M0.35%
$20M+0.30%

Fees are negotiable.

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

3425 Simpson Ferry Rd, Suite 204, Camp Hill, PA, 17011

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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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Employment History
Current Registrations
Asset Strategy Retirement Plan Consultants, LLC
October 2018 - Present · 7 yrs 6 mos
State Registrations2 states
PATX
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.
Keaton Macut - Financial Advisor | TrueAdvisor