Keith Lockwood
Keith Lockwood is a registered investment advisor at B.A. Schrock Wealth Management, based in Wadsworth, OH, with 23 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, Education Planning, Estate Planning, High Net Worth, and 2 more. Their firm serves 633 clients with $200M 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 | 1.80% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable based on client type, complexity, potential for additional deposits, relationship with advisor, and total assets managed.
Fee Estimator
Location
131 College Street, Wadsworth, OH, 44281
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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
Keith is an insurance professional at BA Schrock Financial Group since 2019, focusing on insurance sales and services. This activity takes nearly full-time.
Employment History
Current Registrations
B.A. Schrock Wealth Management
Previous Registrations
Ae Wealth Management, LLC
AXA Advisors, LLC
AXA Advisors, LLC
AXA Advisors, LLCBroker
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.