KM
Keaton Tyler Macut
7 Years of Experience
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
4 advisors
Number of Clients
213 clients
Average Client Portfolio
$427K average
Assets Under Management
$91.0M
Fee Structure
Minimum Investment:None
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.45% |
| $15.0M - $20.0M | 0.35% |
| $20M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
ASRPC charges an annual fee based on the total assets under management. These fees are negotiable. Clients are also responsible for third-party fees such as custodian fees and mutual fund fees. Clients may terminate their contracts at any time with written notice, receiving a prorated refund. There is no account minimum.
Areas of Practice
Investment ManagementHigh Net WorthRetirement Planning
Loading...
Advisor Information
Office location
3425 Simpson Ferry Rd, Suite 204, Camp Hill, PA, 17011
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Asset Strategy Retirement Plan Consultants, LLC
October 2018 - Present · 7 yrs 3 mos
State Registrations2 states
PATX
Advisor
Exams
No exam information available for this advisor.