Advisor at Asset Strategy Retirement Plan Consultants, LLC
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Firm
Asset Strategy Retirement Plan Consultants, LLC
Location
Camp Hill, PA 17011
Credentials
Series 65
Industry experience
7 years
Keaton Macut is a Series 65-licensed financial advisor at Asset Strategy Retirement Plan Consultants, LLC with seven years of industry experience. He previously worked at USI Insurance Services for seven years before joining his current firm in 2018. Asset Strategy Retirement Plan Consultants serves individual and high-net-worth clients as well as pension and profit-sharing plans, focusing on ERISA retirement plan consulting. The firm employs long-term, buy-and-hold investment strategies with an emphasis on plan-level services such as investment policy development, manager selection, and performance monitoring.
Based on Asset Strategy Retirement Plan Consultants, LLC
Based on Asset Strategy Retirement Plan Consultants, LLC
$1 - $1,000,000: 1.20% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001 - $15,000,000: 0.45% $15,000,001 - $20,000,000: 0.35% Above $20 million+: 0.30%
Fee-only: Annual fees based on tiered asset levels as specified; fees are negotiable
3425 Simpson Ferry Rd, Suite 204
Camp Hill, PA 17011
Pennsylvania · Texas
Asset Strategy Retirement Plan Consultants
2018 - Present (8 years)
Asset Strategy Retirement Plan Consultants LLC
2018 - Present (8 years)
USI Insurance Services
2011 - 2018 (7 years)
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Real estate agent
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Other specialized services
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