Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
EIC's management fees range from 0.30% to 1% per year of assets managed or advised. All management fees are subject to negotiation. Clients may also incur charges imposed by custodians, broker-dealers, and other third parties. Several clients are invested solely in the EIC Value Fund, in which case no management fee is charged since a management fee is already embedded in the Fund.
Areas of Practice
Advisor Information
Office location
Villanova, PA
Get directionsRegulatory 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.
Learn about disclosures →Other Business Activities
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.