Advisor at Resource Strategies Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Resource Strategies Inc
Location
Pepper Pike, OH 44122
Credentials
CFP®, Series 63
Industry experience
43 years
Keith Lichtcsien is a CFP® with over 40 years of experience in financial planning and investment management. He is president of Resource Strategies, Inc., where he has worked since 1985, and has also been affiliated with Valmark Securities, Inc. since 2007. His experience includes earning commissions on fixed life insurance and disability products. Resource Strategies, Inc. provides investment advisory and financial planning services to both institutional and individual clients, including corporate pension plans, foundations, and small businesses. The firm emphasizes fundamental analysis and targeted asset allocation, typically implementing portfolios through third-party money managers while maintaining a consultative role in manager selection and plan design.
Based on Resource Strategies Inc
$0 - $500,000: 1.50% $500,001 - $2,000,000: 1.25% $2,000,001 - $3,000,000: 1.00% $3,000,001 - $4,000,000: 0.75% $4,000,001 - $10,000,000: 0.50% $10,000,001+: Negotiable
Commissions for securities and insurance products sold through ValMark Securities, Inc.
Account minimum: Negotiable Minimum fee: Minimum quarterly fee of $250 Fee-only: Fixed fees for financial planning and consulting, negotiable and based on scope and complexity
29425 Chagrin Blvd., Suite 100
Pepper Pike, OH 44122
Florida · Ohio
Valmark Securities, inc.
2007 - Present (19 years)
Resource Strategies, Inc.
1985 - Present (41 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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