Keith Moored is a registered investment advisor at Twenty First Investors, based in Bonita Springs, FL, with 31 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 24 clients with $17M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.30% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.50% |
Fees may be negotiable in special circumstances, such as a high percentage of bonds or fixed-income investments or limited 401(k) or annuity investments.
Fee Estimator
Location
9420 Bonita Beach Rd, #201, Bonita Springs, FL, 34135
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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 →Other Business Activities
Keith is a financial instructor for a financial class in Bonita Springs, meeting monthly from December to April. He spends a few hours per week preparing for and conducting the class, which covers asset allocation and investment portfolio construction.
Employment History
Current Registrations
Twenty First Investors
State Registrations1 state
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