Keith Warmbein is a registered investment advisor at Park Avenue Investment Advisory, LLC, based in Pittsburgh, PA, with 24 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Retirement Planning. Their firm serves 255 clients with $98M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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Fee Structure
PAA offers investment management through various programs. Fees are based on the value of your account and may be negotiable. The total client fee consists of an advisor fee, a platform fee, and a strategy fee (if applicable). The platform fee is tiered, decreasing as your assets increase. The maximum annual client fee is 3%.
Location
244 Blvd. of the Allies, Pittsburgh, PA, 15222
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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 →Employment History
Current Registrations
Park Avenue Investment Advisory, LLC
Previous Registrations
Carnegie Investment Counsel
Primesolutions Advisors, LLC
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.