Advisor at Keating Investment Counselors 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
Keating Investment Counselors Inc
Location
Steamboat Springs, CO 80487
Credentials
CFA®, Series 65
Industry experience
13 years
Richard Keating is a CFA® charterholder and holds a Series 65 license with 13 years of industry experience. He has been with Keating Investment Counselors Inc since 2015, serving as an advisor for the firm’s full history. Keating Investment Counselors provides discretionary and non-discretionary portfolio management and advisory consulting primarily for individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans. The firm follows a long-term growth-at-a-reasonable-price investment philosophy emphasizing fundamental analysis, selective charting, and a focus on dividend-paying large- and mid-cap stocks, while also managing an active ETF as a sub-adviser.
Based on Keating Investment Counselors Inc
Based on Keating Investment Counselors Inc
$0 - $1,500,000: 1.25% $1,500,000 - $3,000,000: 1.00% $3,000,000 - $5,000,000: 0.75% $5,000,000+: 0.60%
Typically $350 per hour for general consulting services
Account minimum: $1,000,000 Minimum fee: Minimum quarterly fee of $500 Fee-only: Annualized fee as percentage of assets under management with tiered rates; hourly consulting services at $350/hour
465 Anglers Dr., Suite 2 G
Steamboat Springs, CO 80487
Colorado · Florida · Illinois · North Carolina · Texas
Keating Investment Counselors
2018 - Present (8 years)
Keating Investment Counselors, Inc
2017 - 2018 (1 year)
Keating Investment Counselors, Inc
2015 - 2017 (2 years)
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Other specialized services
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