Keith Weinman
Keith Weinman is a registered investment advisor at Financial Gravity Family Office Services, LLC, based in Loveland, CO, with 15 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, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 1,724 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial Gravity Family Office Services may direct clients to Financial Gravity Asset Management, Inc. or other sub-advisors. The total annual fee for these services will not exceed 2.00% of the assets managed. This fee includes both the sub-advisor's fee and Financial Gravity's fee. The fees are negotiable within the indicated limits. Fees are charged monthly, in arrears, and debited from the client's account with written authorization.
Location
Loveland, CO
Get directionsHistory
Regulatory History (3)
Criminal
December 1998Criminal
October 1998Criminal
August 1997Other Business ActivitiesSells Insurance
Keith is an independent agent with Financial Gravity Enhanced Markets, LLC, selling life, accident, and other lines of insurance. He dedicates minimal time to these insurance-related activities.
Employment History
Current Registrations
Financial Gravity Family Office Services, LLC
Previous Registrations
Kingswood Capital Partners, LLCBroker
Forta Financial Group, INC.
Forta Financial Group, INC.Broker
Dain Bosworth IncorporatedBroker
State Registrations3 states
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.