KC

Kelli Kaiulani Cox

2 Years of Experience

Firm Information

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.

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

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

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Regulatory History (1)
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Financial
October 2020
Pending
Other Business Activities

Kelli is the owner of CGC - Mroz Accounts & Advisors, a tax and accounting business in Palm Desert, CA. This non-investment related activity takes nearly full-time hours.

Employment History
Current Registrations
Keystone Private Wealth
November 2023 - Present · 2 yrs 2 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Kelli Kaiulani Cox - Financial Advisor | AdvisorDiscover