Keythe Ward-Aguilar
Keythe Ward-Aguilar is a CFP-designated registered investment advisor at Procore Advisors, LLC, based in Newport Beach, CA, with 26 years of industry experience. Keythe operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 231 clients with $140M 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 $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fees are generally negotiable. Quickvest automated advisory services have a maximum fee of 0.25% charged by a third-party money manager.
Fee Estimator
Location
23 Corporate Plaza Dr., Suite 150, Newport Beach, CA, 92660
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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 ActivitiesSells Insurance
Keythe sells non-variable insurance products for multiple companies, including life and health insurance. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Procore Advisors, LLC
Previous Registrations
Partnervest Advisory Services LLC
LPL Financial Corporation
AXA 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.