Keats, Connelly & Associates, INC
Assets Under Management
N/A
Number of Clients
15
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
About This Firm
KeatsConnelly provides financial planning, consulting, adviser referral, and educational seminar services to individuals and families with US and Canadian cross-border lifestyles. They assist with analyzing options, minimizing financial setbacks, and navigating the complexities of living in both countries.
Fee Structure
KeatsConnelly charges fixed fees for financial planning services, with 50% due upfront and 50% upon completion. Fees are retainer-based and adjusted based on the complexity of the client's situation and the services required. Hourly consulting, if offered to non-clients, is $450 per hour with a one-hour minimum. They do not charge fees for educational seminars. They may receive referral fees from independent RIAs, up to 15% of the advisory management fee you pay to the Independent RIA.
Areas of Practice
Location
3336 N. 32nd Street, Suite 100, Phoenix, AZ, 85018