Keitz Investment Management Ltd offers investment management services where they design, implement, and manage investment plans for clients on a discretionary basis. They also offer Comprehensive Portfolio Reviews, Unmanaged Portfolio Designs, and Individual Security Analysis. Keitz Investment Management utilizes active management and endeavors to earn a higher than market rate of return.
Assets Under Management$16M
Clients49
Advisors2
Avg. per Client$330K
Avg. per Advisor$8M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Keitz Investment Management will manage your investments for a fee based on a percentage of the assets they manage, ranging from 0.5% to 2.5% annually. Fees are billed monthly.
For managed assets:
- Up to $2,500,000: 1.00%
- $2,500,000 - $5,000,000: $26,400 + 0.9% of amount over $2,500,000
- $5,000,000 and above: $48,900 + 0.8% of amount over $5,000,000
Fees are negotiable for other amounts. The minimum to open an investment management account is $100,000.
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