Shattuck Franklin Lamm

Keystone Private Wealth

24 Years of Experience

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Firm Information

Keystone Private Wealth

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

11 advisors

Number of Clients

535 clients

Average Client Portfolio

$1.3M average

Assets Under Management

$692.1M

Fee Structure

Financial Planning:Included in AUM fee

Financial Plan Fee:$500 - $10,000

Hourly Rate:Up to $350/hr

Investment advisory fees are paid quarterly, based on the average daily ending market value of assets under management. The annual fee will not exceed 2.00%. Fees may be negotiable. Financial planning and consulting services are offered at an hourly rate of up to $350 per hour, or on a fixed or recurring fee basis ranging from $500 to $10,000. A $100 annual fee is charged for each corporate account.

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Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth

Advisor Information

Office location

73575 El Paseo, Suite 2300, Palm Desert, CA, 92260

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Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

October 2008

Settled

Customer Dispute

October 2008

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Shattuck is a senior financial advisor, partner, and owner at Keystone Wealth Services, providing investment advice and financial planning. He also has ownership roles in Cornerstone Wealth Service (back office support), Rokunin (real estate holding), Core Income (insurance solutions), HOA Invest (HOA software), and a rental car business, dedicating minimal time to the latter four.