Keith Beverly is a CFA, CFP-designated registered investment advisor at Re-Envision Wealth, based in New York, NY, with 15 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 70 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $15.0M | 0.80% |
| $15.0M - $25.0M | 0.65% |
| $25M+ | 0.65% |
Fees negotiable for accounts above $25,000,000. Minimum annual fee of $5,000 for investment consulting services.
Fee Estimator
Location
590 Madison Avenue, IBM Building, 21st Floor, New York, NY, 10022
Get directionsHistory
Regulatory History
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 an insurance agent offering accident and health insurance, disability insurance, and traditional life insurance since 2014. This takes about 10-20% of his time, with 15 hours during trading hours.
Employment History
Current Registrations
Re-Envision Wealth
Previous Registrations
Momentum Advisors
Momentum Advisors
Momentum Advisors
Lincoln Financial Advisors Corporation
New Paradigm Advisory Group
New Paradigm Advisory Group
New Paradigm Advisory Group
Financial Advantage INC
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.