KD
KD

Keith Dubauskas

20 Years of Experience
Jupiter, FL

Keith Dubauskas is a registered investment advisor at One + One Wealth Management, LLC, based in Jupiter, FL, with 20 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 251 clients with $380M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
251 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$383.0M

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $2.0M1.00%
$2.0M - $5.0M0.75%
$5M+0.50%

Advisory fee is negotiable depending on individual client circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

1061 E. Indiantown Road, Suite 300, Jupiter, FL, 33477

Get directions

History

Regulatory History
Clean regulatory record

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
One + One Wealth Management, LLC
November 2020 - Present · 5 yrs 6 mos
Previous Registrations
Raymond James & Associates, INC.
April 2013 - November 2020 · 7 yrs 7 mos
Raymond James & Associates, INC.Broker
April 2013 - November 2020 · 7 yrs 7 mos
Citigroup Global Markets INC.
June 2007 - August 2008 · 1 yr 2 mos
Citigroup Global Markets INC.Broker
May 2007 - August 2008 · 1 yr 3 mos
Citicorp Investment ServicesBroker
January 2007 - May 2007 · 4 mos
Fam Distributors, INC.Broker
April 1995 - June 2001 · 6 yrs 2 mos
State Registrations2 states
FLTX
Advisor

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.

Exams
No exam information available for this advisor.
Keith Dubauskas - Financial Advisor | TrueAdvisor