Keith Woerner
Keith Woerner is a registered investment advisor at Dwd Portfolio Solutions, INC., based in Pittsburgh, PA, with 25 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 313 clients with $220M 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 - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable for accounts over $1,000,000. At DWD's discretion, they may combine the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Location
151 Roessler Rd, Suite 103, Pittsburgh, PA, 15220
Get directionsHistory
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
Keith is a sole practitioner attorney specializing in estate planning and administration, dedicating about 10-20% of his time to this. He also operates as a sole proprietor for insurance sales, spending minimal time on this activity.
Employment History
Current Registrations
Dwd Portfolio Solutions, INC.
Fortune Financial Services, INC.Broker
Previous Registrations
The Investment Center, INC.Broker
Nrp Financial, INC.Broker
Primesolutions Advisors, LLC
Nrp Advisors, INC.
The Investment Center, INC.Broker
Wharton Equity CorporationBroker
Royal Alliance Associates, INC.Broker
Franklin Financial Services CorporationBroker
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.