Keith Conley is a CFP-designated registered investment advisor at Wealth Teams Alliance, based in Irvine, CA, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 780 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth Teams Alliance offers investment management services where fees range from 0.60% to 1.10% annually, based on the value of your portfolio. The exact fee depends on factors like the representative assigned, the amount invested, the complexity of the engagement, and the number of meetings. Financial planning services may increase the advisory fee. Fees are paid quarterly, in advance, and are debited directly from client accounts. There is no minimum account size requirement.
Location
15520 Rockfield Blvd, Suite G, Irvine, CA, 92618
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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
Keith works as a life insurance and annuity agent with Mitchell Financial Solutions since 2018, dedicating about 10-20% of his time. He places insurance and annuity products as a career agent.
Employment History
Current Registrations
Wealth Teams Alliance
Previous Registrations
On Investment Management CO
The O.N. Equity Sales CompanyBroker
State Registrations2 states
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