Keith Greenwald is a registered investment advisor at Aprio Wealth Management, LLC, based in Atlanta, GA, with 20 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 946 clients with $2.6B 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 $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for assets over $10 million.
Fee Estimator
Location
2002 Summit Boulevard, Suite 120, Atlanta, GA, 30319
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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 the Vice President & Secretary of Bullseye Training Club, LLC, a firearms safety and training company, dedicating minimal time. He is also the CEO of Aprio Wealth Management, an RIA, and an agent for Aprio Risk Management, an insurance company, on an as-needed basis, and a partner in Aprio Advisory Group, a CPA firm running a wealth management group.
Employment History
Current Registrations
Aprio Wealth Management, LLC
Previous Registrations
Aprio Strategic Partners, LLCBroker
Purshe Kaplan Sterling InvestmentsBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 states
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