Keith Sapp is a CFA, ChFC-designated registered investment advisor at Cedar Cove Wealth Partners, based in Denver, CO, 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, Investment Management. Their firm serves 1,861 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cedar Cove Wealth Partners' annual investment management fee is based on the value of your portfolio. The fee can be a fixed percentage, a fee on total assets, a fixed dollar amount, or a tiered fee schedule. The annual fee ranges up to 2.0%, and is charged quarterly in advance.
Location
Denver, CO
Get directionsHistory
Regulatory History (2)
Criminal
December 2002Criminal
October 1999Other Business Activities
Keith is a partner in La Folie Holdings, LLC, a property holding company, and La Folie Vacations, LLC, a subsidiary managing short-term rentals. He is also a managing partner in Sapfire, LLC, a family-owned real estate investment company; these activities take about 10-20% of his time.
Employment History
Current Registrations
Cedar Cove Wealth Partners
Previous Registrations
Thrivent Advisor Network, LLC
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
NFP Securities, INC.
NFP Securities, INC.Broker
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.