Shattuck Franklin Lamm

Keystone Private Wealth

24 Years of Experience

2 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth

Keystone Private Wealth

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

11 advisors

Number of Clients

535 clients

Average Client Portfolio

$1.3M average

Assets Under Management

$692.1M

Fee Structure

Financial Planning:Included in AUM fee

Location

73575 El Paseo, Suite 2300, Palm Desert, CA, 92260

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

October 2008

Settled

Customer Dispute

October 2008

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Shattuck is a senior financial advisor, partner, and owner at Keystone Wealth Services, providing investment advice and financial planning. He also has ownership roles in Cornerstone Wealth Service (back office support), Rokunin (real estate holding), Core Income (insurance solutions), HOA Invest (HOA software), and a rental car business, dedicating minimal time to the latter four.