Advisor at MarketStrats, LLC
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Keith Finkelstein is a financial advisor at MarketStrats, LLC with 11 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors, LLC. He is also an adjunct instructor for undergraduate finance courses at the University of Maryland University College. MarketStrats, LLC provides investment management and financial planning services to individuals, including high-net-worth clients, as well as corporate and business entities. The firm uses quantitative and technical analysis to manage diversified portfolios and offers discretionary authority, quarterly reporting, and business consulting such as employee benefits and retirement plan advice.
Based on MarketStrats, LLC
Project-based financial planning fees fixed between $1,000 and $6,000, negotiated prior to work start; some legacy fixed-fee agreements for ongoing financial planning for existing clients; corporate clients may have fixed monthly or quarterly fees negotiated individually
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.50% $5,000,001+: 0.25%
$250 per hour for project-based financial planning, negotiable depending on project complexity
Fee-only: Project-based financial planning fees range between $1,000 and $6,000 fixed fee; hourly rate is $250 per hour
Cape Coral, FL
Florida · Michigan · Texas
University of Maryland University College
2017 - Present (9 years)
MarketStrats, LLC
2017 - Present (9 years)
WELLS FARGO Advisors, LLC
2014 - 2017 (3 years)
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Lawyer
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Real estate agent
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Other specialized services
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Series 63, Series 66
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