Sam Keylock
Sam Keylock is a registered investment advisor at Constitution Investment Advisory and Portfolio Management, based in Shelton, CT, with 1 years of industry experience. Sam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 180 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CIAPM's wealth management fees are based on the value of your portfolio and are paid quarterly. The annual fee ranges from 0.50% to 1.40% depending on the scope and complexity of services, the amount of assets managed, and the overall relationship. Fees may be negotiable.
Location
2 Trap Falls Road, Suite 504, Shelton, CT, 06484
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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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Current Registrations
Constitution Investment Advisory and Portfolio Management
Previous Registrations
Constitution Investment Advisory and Portfolio Management
State Registrations1 state
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.