Assets Under Management
N/A
Number of Clients
15
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
KeatsConnelly provides financial planning, consulting, adviser referral, and educational seminar services to individuals with US and Canadian cross-border needs. They assist with analyzing options for a cross-border lifestyle and minimizing financial setbacks.
KeatsConnelly offers financial planning services with fees fixed in advance. Hourly consulting is available for $450/hour with a one-hour minimum.
3336 N. 32nd Street, Suite 100, Phoenix, AZ, 85018