Kelli Cox is a registered investment advisor at Keystone Private Wealth, based in Palm Desert, CA, with 2 years of industry experience. Kelli 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 (1)
Financial
October 2020Other Business Activities
Kelli is the owner of CGC - Mroz Accounts & Advisors, a tax and accounting business in Palm Desert, CA. This non-investment related activity takes nearly full-time hours.
Employment History
Current Registrations
Keystone Private Wealth
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.