Keyes, Stange & Wooten Wealth Management, LLC
Assets Under Management
$350.1M
Number of Clients
380
Number of Advisors
7
Average Client AUM
$921K
AUM per Advisor
$50.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Keyes, Stange & Wooten Wealth Management, LLC provides fee-based nondiscretionary investment advisory services to retirement plans subject to ERISA. Services include assisting with TPA selection, conducting enrollment meetings, providing general education, reviewing plan investment choices, assisting in developing monitoring criteria, and recommending 3(38) service providers. The firm also provides portfolio management and financial planning to individual clients.
Fee Structure
Plan clients pay a fee based on a percentage of assets held in the Plan. Fees are charged in advance or arrears, either monthly or quarterly, as agreed upon. Fees are negotiable and may vary based on the size, complexity, and nature of the engagement. There is no minimum investment. The maximum annual advisory fee is 1.00%. Fees charged by the Advisor are separate from charges assessed by third parties.
Areas of Practice
Location
1825 Business Park Blvd., Suite E, Daytona Beach, FL, 32114