Facts and Insights
Keith L. Eliou, CFP is a highly qualified and experienced financial expert who has been helping clients achieve their financial goals for over 20 years. He is a Certified Financial Planner (CFP) and holds a variety of other certifications and licenses. Mr. Eliou has a deep understanding of financial markets, investment strategies, and financial planning techniques, making him a valuable resource for his clients.
How does the advisor help clients – Key Takeaways:
Mr. Eliou is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. He believes in building long-term relationships with his clients and takes the time to understand their unique financial needs and objectives. Mr. Eliou offers a wide range of financial services and works closely with his clients to develop customized strategies that align with their goals.
Assets Under Management, Number of Advisors and Time in Business:
| Asset Under Management | $150 million |
|---|---|
| Number of Advisors | 1 |
| Time in Business | 20+ years |
Financial Services Offered:
- Retirement planning
- Investment management
- Portfolio analysis and optimization
- Estate planning
- Tax planning and preparation
- Insurance services
Client Types:
Mr. Eliou has a diverse client base, ranging from individuals and families to small business owners and corporations. He is well-equipped to work with clients at various stages in their financial journey, whether they are just starting to build their wealth or are looking to preserve and maximize their existing assets.
Fees & Compensation:
Mr. Eliou follows a fee-based compensation structure, which means he charges a percentage of the assets under management as his fee. This fee structure ensures that his interests are aligned with his clients’ as he only profits when they do. He is transparent about his fees and provides his clients with a clear breakdown of the services included in the fee.
Background:
Keith L. Eliou, CFP has been in the financial services industry for over two decades, gaining a wealth of knowledge and experience along the way. He studied finance at a top university and has completed rigorous training and continuing education to stay updated with the latest trends and strategies in the industry.
Financial Advisor Disclosures to Know:
As a registered financial advisor, Mr. Eliou is committed to upholding the highest ethical standards and complying with all regulations set by governing bodies. He has a clean record with no disciplinary actions taken against him throughout his career.