KL
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
12 advisors
Number of Clients
30,142 clients
Average Client Portfolio
$682K average
Assets Under Management
$20.6B
Fee Structure
Financial Planning:Investment management only
I am unable to provide a fee summary because the document does not contain a fee schedule.
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
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Advisor Information
Office location
1028 Lee-Ann Drive, Suite 218, Concord, NC, 28025
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Keith is involved with Family Wealth Partners, providing financial planning services. He also sells life, disability, and long-term care insurance when suitable for clients.
Employment History
Current Registrations
Matson Money, INC.
May 2017 - Present · 8 yrs 8 mos
Family Wealth Partners Concord, INC
March 2009 - Present · 16 yrs 10 mos
Previous Registrations
Uvest Financial Services Group, INC.
January 2005 - October 2008 · 3 yrs 9 mos
MML Investors Services, INC.
June 2001 - January 2005 · 3 yrs 7 mos
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.