Keith Whitt is a registered investment advisor at Investment Advisory Group LLC, based in Hanover, MA, 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 Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,542 clients with $1.2B 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 $1.0M | 1.00% |
| $1M+ | 1.00% |
For amounts over $1 million, the fee ranges from 1% to 0.75% per year, depending on the complexity and services provided. Individual Fixed Income Portfolios: 0.50% per year. Fees are negotiable.
Fee Estimator
Location
51 Mill St, Building D, Suite 101, Hanover, MA, 02339
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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 →Employment History
Current Registrations
Investment Advisory Group LLC
Previous Registrations
Geneos Wealth Management, INC.
Geneos Wealth Management, 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.