Keyes, Stange & Wooten Wealth Management offers investment advisory services to retirement plans, assisting with selecting administrators, conducting enrollment meetings, educating participants, reviewing investment choices, developing monitoring criteria, and recommending service providers. They focus on mutual funds, exchange traded funds, and annuities. The firm also provides portfolio management and financial plans to individual clients, but this brochure focuses on retirement plan services.
Assets Under Management$400M
Clients407
Advisors8
Avg. per Client$980K
Avg. per Advisor$50M
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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