Keith Bushnell is a registered investment advisor at Allied Investment Advisors LLC, based in Helena, MT, with 6 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,071 clients with $1.5B 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 $1.0M | 1.20% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Based on complexity, account size, and other factors, annual advisory fees may be more than the minimum fee listed above but no more than 1.50% annually and only if negotiated and agreed to by the client and our firm.
Fee Estimator
Location
Helena, MT
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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 Activities
Keith is a volunteer board member for Last Chance Lacrosse Club, a youth high school lacrosse organization. This activity is not investment-related.
Employment History
Current Registrations
Allied Investment Advisors LLC
Previous Registrations
Empower Financial Services, 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.