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KB
CFA · CFP
KB
CFA · CFP

Keith Beverly

Re-Envision Wealth
16 Years of Experience
New York, NY
Sells Insurance
View SEC Summary
View SEC Summary

Keith Beverly is a CFA, CFP-designated registered investment advisor at Re-Envision Wealth, based in New York, NY, with 16 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Divorce Planning, Education Planning, Estate Planning, and 7 more. Their firm serves 91 clients with $140M in assets under management.

Re-Envision Wealth
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
91 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$136.6M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.00%
$5.0M - $10.0M0.90%
$10.0M - $15.0M0.80%
$15.0M - $25.0M0.65%
$25M+0.65%

Fees are negotiable for accounts over $25,000,000. Investment consulting services carry a $5,000 minimum annual fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

590 Madison Avenue, IBM Building, 21st Floor, New York, NY, 10022

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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.

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Other Business ActivitiesSells Insurance

Keith is an insurance agent offering accident and health insurance, disability insurance, and traditional life insurance since 2014. This takes about 10-20% of his time, with 15 hours during trading hours.

Employment History
Current Registrations
Re-Envision Wealth
November 2018 - Present · 7 yrs 11 mos
Previous Registrations
Momentum Advisors
February 2019 - March 2019 · 1 mo
Momentum Advisors
January 2017 - December 2018 · 1 yr 11 mos
Momentum Advisors
March 2016 - December 2016 · 9 mos
Lincoln Financial Advisors Corporation
January 2015 - March 2016 · 1 yr 2 mos
New Paradigm Advisory Group
July 2013 - November 2014 · 1 yr 4 mos
New Paradigm Advisory Group
May 2012 - December 2012 · 7 mos
New Paradigm Advisory Group
July 2011 - December 2011 · 5 mos
Financial Advantage INC
August 2005 - November 2007 · 2 yrs 3 mos
State Registrations6 states
DCMDNCNYTXVA
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.
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