Michael Mortenson is a CFP-designated registered investment advisor at Keystone Private Wealth, based in Palm Desert, CA, with 13 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 635 clients with $860M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Keystone Private Wealth's investment advisory fees are based on the value of your portfolio and are charged quarterly. The annual fee will not exceed 2.00%. The ultimate fee depends on the size of your account and the complexity of the services provided. Fees may be negotiable. Financial planning and consulting services are included unless you engage for those services separately.
Location
73575 El Paseo, Suite 2300, Palm Desert, CA, 92260
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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
Michael is an Executive VP & Sr Financial Advisor at Keystone Wealth Services DBA Keystone Private Wealth, dedicating nearly full-time hours to this role. He is also an Insurance Partner at Core Income, providing insurance solutions, and an Independent Insurance Professional at Caress Insurance Agency Inc, offering supplemental medicare insurance coverage, both taking minimal time. Additionally, Michael is an advisor for HOA Invest, a software solution for HOAs, spending a few hours per week.
Employment History
Current Registrations
Keystone Private Wealth
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
M. S. Howells & CO.Broker
Cypress Wealth Services, LLC
Purshe Kaplan Sterling InvestmentsBroker
World Equity Group, INC.
World Equity Group, INC.Broker
State Registrations1 state
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.